YieldX at T3

Thanks for Connecting with Us

Thanks for stopping by our booth while at T3 Advisor Conference! We’re here to help you learn more about expanding your income investment offerings, broadening your customer base, driving revenue, and improving investor outcomes using our liquid, yield-driven solutions.

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Bring the Benefits of Fixed Income to Your Clients

Building customized, yield-driven portfolios used to take days. Using YieldX’s end-to-end digital solutions, you can do it in under a minute. 

What does that mean for you?

Design and Deliver

personalized income investing solutions at scale.

Bring the Benefits

of customized income investing to all investors.

Provide Clients

with access to optimized, income-generating portfolios that minimize risk and increase yield.

Meet your YieldX Team

The YieldX team is led by senior income investing and fintech professionals who offer more than 70 years of collective experience at marquee capital markets and technology firms.

ben

Ben Hurn SVP, Channel Business Development

ben@yieldx.app

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Dave Hill VP, Business Development

daveh@yieldx.app

The Tools You Need to Thrive in a Digital Investment World

Portfolio insights and personalization are must-have capabilities in today's landscape. Leverage one or all of YieldX’s solutions to bring the power of customized, yield-driven investing to your clients.

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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

Customize the Way You Leverage YieldX

Integrate YieldX into your existing ecosystem, or deliver yield through our proprietary investment solutions.

APIs:

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

Apps:

Take a modular approach and integrate InPaaS, Optimizer, Asset-Explorer, BestFit or LadderBuilder.

Investment Products:

White-label ETFs, optimized income SMAs and liquidity management solutions.

Let's Connect Find out how we can help you simplify the traditional complexities around trading income assets.

Let's Talk