Smart workflows
An intuitive user experience unlike any other, requiring minimal training and enabling users to build sophisticated fixed income portfolios by answering a few simple questions.
Data & analytics
Open Analytics is the future.
We are building an ever growing collection of providers with unique insights that can add alpha and power customization across the fixed income spectrum, all accessible on a single platform and integrated into our workflow apps.
Risk & optimization
A set of micro-services and APIs that power real-time portfolio recommendations, rebalancing and management to maximize yield and minimize risk through the market cycle.
Execution & Clearing
Route orders to your existing trading solutions, or leverage our access to institutional liquidity with no markups or commissions(*).
Settle at your existing custodian or access our digital account onboarding and custody services through our partner APEX Clearing.
(*) for eligible accounts
Use cases
Increase your revenues, broaden your customer base, and expand your product lines by partnering with YieldX.
Learn moreLeverage the platform
Join us on the journey to the future of fixed income.
YIELDX HUB
Better investing powered by our smart workflows
Access our reimagined user experience via a suite of apps with push button portfolio construction and optimization capabilities. Leverage customized investment universes and white label capabilities to enhance your investment offerings.
Explore the HubYIELDX API
Integrate with your existing investment ecosystem
With YieldX API, you can integrate our powerful functionality to offer customized income portfolios directly into your existing platform.
Discover our API