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Opening up wealth, together

YieldX is excited to join FNZ and accelerate the personalization
of wealth management solutions across the US market

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YieldX is Transforming the Design and Delivery of Personalized Income Investing Solutions at Scale

Our platform empowers financial services firms to expand their fixed income product offerings, broaden their customer base, drive revenue and improve investor outcomes.

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FinTechs

As-a-service FinTech platforms provide low-risk banking solutions and higher-risk stock and crypto investing.

YieldX’s API suite enables FinTechs to create moderate risk investment and savings products around targeted yield and risk parameters and personal values on-demand.

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Wealth Managers

The average dollar invested in fixed income funds is taking on more risk and paying extra in fees across the yield spectrum.

YieldX Apps improve client outcomes by utilizing ‘no quant’ workflows to build and optimize yield portfolios.

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Broker Dealers
and Asset Servicers

The universe of investment options available to broker dealers and asset servicers is limitless.

YieldX delivers compliant advice and provides personalized, scalable investment solutions through digital engagement.

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Asset Managers

Fixed income funds are inevitably one size fits all.

YieldX's fixed income technology enables clients to create scalable white label direct indexing solutions, which provide investors with customized, values-based investment solutions.

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A Complete Fixed Income Platform
Engineered to Power Innovation

Replace antiquated technology with a modern, 100% digital end-to-end platform, integrate YieldX capabilities into your existing ecosystem or deliver yield through our proprietary investment solutions.

APIs

Comprehensive API suite including Asset, Risk, Optimization, PMS and Reporting

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Apps

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InPaaS®

Target a specific yield, risk or monthly income

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Optimizer

Optimize your portfolio with actionable trade enhancements

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AssetExplorer™

Filter through millions of yield-driven securities and seamlessly construct, optimize and analyze custom portfolios

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BestFit™

Design and deliver customized portfolios with fixed income securities

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LadderBuilder™

Create a bond ladder portfolio in seconds

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Investment Products

White label ETFs, optimized income SMAs and liquidity management solutions

We've Built a Best-in-Class Tech Stack so You Don’t Have to

White Paper Welcome to the ‘No Quant’ World of Quantitative Investing

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see how YieldX is Revolutionizing Fixed Income

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