SEI LIFEYIELD

Tax consulting services

Financial advice relating to tax; Financial portfolio management; Providing financial information; Investment management

Software as a service (SAAS) services featuring software for financial portfolio management; Software as a service (SAAS) services featuring software for tax analysis and management; Application service provider featuring application programming interface (API) software for financial portfolio management; Application service provider featuring application programming interface (API) software for for tax analysis and management; Software as a service (SAAS) services featuring software for providing financial information, financial management, investment management services, tax management services and retirement planning; Application service provider featuring application programming interface (API) software for providing financial information, financial management, investment management services, tax management services and retirement planning; Software as a service (SAAS) services featuring software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management; Application service provider featuring application programming interface (API) software for use in providing advice and consultation to customers regarding tax analysis and management and financial portfolio management