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.
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.
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.
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.
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
Apps
InPaaS®
Target a specific yield, risk or monthly income
Optimizer
Optimize your portfolio with actionable trade enhancements
AssetExplorer™
Filter through millions of yield-driven securities and seamlessly construct, optimize and analyze custom portfolios
BestFit™
Design and deliver customized portfolios with fixed income securities
LadderBuilder™
Create a bond ladder portfolio in seconds
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
