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YieldX announced its launch to re-imagine fixed income space

By Pavithra R

September 16, 2020

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Adam Green, CEO of YieldX

YieldX, a startup revolutionizing fixed income investing with an end-to-end digital platform that powers personalization at scale, has announced its launch.

YieldX, founded by startup veterans in both the FinTech and fixed income space, enables users to quickly source and trade fixed-income assets, a process that traditionally required tremendous resource, time, and in-depth know-how. The firm by leveraging artificial intelligence is solving various complexities associated with sourcing, allocating and trading fixed-income assets.

The platform was developed to function as either an stand-alone or end-to-end solution, with YieldX Hub and YieldX API, to help registered investment advisors (RIAs), broker-dealers, banks, and FinTech companies elevate their fixed income offerings.

“Fixed income capabilities like this were previously only accessible to large institutions with teams of analysts and traders, so we are extremely excited to bring YieldX to market and fill this technology gap. Throughout my career, I have watched fintech companies make incredible advancements in how people invest in equities, identify appropriate assets, and seamlessly conduct trades. We saw a major opportunity to bring this same level of innovation to fixed income technology, and ensure these types of assets and analytics tools are easily accessible for all,” said Adam Green, CEO of YieldX (co-founder of MoneyLion).

The YieldX Hub is a suite of apps with push-button portfolio construction and optimization capabilities that provide financial professionals with the ability to construct custom fixed income portfolios. It Hub is launching with three applications:

  • InPaas: a portfolio construction workflow that optimizes fixed-income Exchange-traded funds (ETFs) and closed end funds for a desired income or yield target with minimal risk and expense ratio.
  • BestFit: a portfolio construction workflow that curates a customized corporate and municipal bond portfolio tailored to best-fit user’s investment goals and preferences.
  • AssetExplorer: a robust analytics tool to search, filter, sort, and identify fixed-income assets to add to a portfolio or watch list.

“The accelerating trends towards electronic trading and advances in big data and AI have made the impossible possible in fixed income. Users can accomplish in seconds what has traditionally taken days or weeks – building a comprehensive fixed income portfolio that meets clients’ individual investment and income goals and can be executed electronically. YieldX provides our partners with the ability to quickly and efficiently scale their delivery of personalized fixed income portfolios, showcasing additional value to end-clients who have come to expect their values and preferences to be seamlessly integrated into their investment solutions,” said Steve Gross, YieldX president and Chief Innovation Officer (formerly founder and CIO at AlphaParity, acquired by Franklin Templeton).

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