michael.pendergrass
Acronym
YieldX, Inc.
Product ID
YieldX
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Description
B2B platform opening up fixed income investing to all investors.
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Details
- With 3 simple user inputs, deploy powerful optimization algorithms to analyze and filter a universe of more than 650 fixed income ETFs and CEFs that manage over $1.255 trillion in assets.
- Dynamically construct a portfolio that achieves the desired yield while minimizing risk and expense ratios.
- InPaaS is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack.
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- YieldXs Optimizer solution deploys optimization algorithms to identify opportunities within existing fixed income portfolios to improve the portfolio's overall yield or reduce the portfolio's volatility.
- With YieldX, optimize your portfolio with actionable trade enhancements
- Optimizer is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack.
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Details
- Access real time indicative pricing, customizable filters, monitoring and portfolio allocation solutions across corporate, municipal, and government bonds, fixed income ETFs, closed end funds, preferreds, and mutual funds.
- For investors and wealth managers who wish to enhance and simplify the process of finding yield, AssetExplorer offers a unique search experience.
- AssetExplorer is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack.
Features
B2B platform opening up fixed income investing to all investors:
- InPaaS: Target a specific yield, risk or dollar distribution
- Optimizer: Optimize your portfolio with actionable trade enhancements
- Asset Explorer: Search, filter, and sort through 2 million yield driven securities
- Best Fit: Build personalized corporate bond portfolios
- Ladder Builder: Create a bond ladder portfolio in seconds
Vendors
Management Style
Schwab Products
Section