Category: Blog

We continually look to expand our list of best-in-class integration partners, so your work is connected and robust. Our latest integrations with Schwab and Envestnet are designed to help you reduce manual workflows and access comprehensive portfolio insights in real time.

As the narrative around the electronic trading revolution in fixed income gathers speed, it’s fair to assume plenty of non-institutional clients are wondering why it really matters to them.  Fixed Income markets have long since felt like a closed group for institutional investors, since nearly all technology advances and considerations have been focused on the biggest brokers and fund managers. While that has been true,…

Recently, we hosted a webinar exploring the rapid digitization of fixed income trading, data and investments to help advisors understand how they can leverage YieldX technology to build more personalized portfolios at scale.  Ben Hurn, SVP of Channel Business Development, and Tom Bradley, Managing Director and Head of Fixed Income, walked through a demo of the YieldX platform and highlighted a number of use cases…