Fixed Income. Reimagined.

Digitization is revolutionizing the world of fixed income. At YieldX®, we are building the tools to bring the benefits to all investors.

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

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

s1-fintech_icon_new

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.

s1-wealthmanagers_icon_New

Wealth Managers

The average dollar invested in fixed income funds is taking 36% more risk and paying 20% extra in fees across the yield spectrum.

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

s1-brokerdealer_icon_New

Broker Dealers
and Asset Servicers

Clients of Broker Dealers and Asset Servicers increasingly expect more data, insights and customized trade recommendations.

YieldX's novel "suggestion service" delivers intelligent insights, trade ideas and portfolio optimizations at scale.

s1-AssetManagers_icon_New

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.

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

s2-API_image

Apps

s2-inpaas_icon

InPaaS®

Target a specific yield, risk or dollar distribution

s2-optimizer_icon

Optimizer

Optimize your portfolio with actionable trade enhancements

s2-assetexplorer_icon

AssetExplorer™

Search, filter and sort through 2 million yield driven securities

s2-bestfit_icon

BestFit™

Build personalized corporate bond portfolios

s2-ladderbuilder_icon

LadderBuilder™

Create a bond ladder portfolio in seconds

s2-InvestmentProduct_image

Investment Products

White label ETFs, optimized income SMAs and liquidity management solutions

We are Building a Best-in-Class Tech Stack so You Don’t Have to

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

see how YieldX is Revolutionizing Fixed Income