YieldX announces partnership with Jefferies to empower advisors with optimized, yield-driven portfolio construction suite

After a successful pilot, Jefferies expands its partnership with YieldX to offer more advisors access to leading yield-driven portfolio construction tools

YieldX, a FinTech company reimagining fixed income investing, today announced a partnership with Jefferies. Jefferies’ Wealth Management advisors will now be able to access and leverage the full YieldX solution set to broaden the firm’s current offering of fixed income-generating portfolios for clients. The YieldX ecosystem empowers Jefferies’ advisors to comprehensively analyze yield-driven securities; build custom portfolios aligned to their clients’ needs in a matter of seconds; and continually optimize those portfolios over time to boost yield and lower risk.

“Historically, leveraging yield-driven investments to build customized, well-diversified portfolios has been time-consuming and expensive, due to the breadth of securities and complexity required to unify available data,” said Adam Green, YieldX CEO and cofounder. “We are thrilled to continue to help Jefferies’ advisors increase the efficiency of their practices, while enhancing outcomes for their clients.”

To open a vast universe of income assets as potential investments and reduce the time necessary for portfolio construction from days to minutes, YieldX utilizes APIs and proprietary datasets to analyze risk parameters and target yield, providing better investment opportunities for clients.

“Partnering with YieldX provides our advisors with access to cutting-edge, data-driven investment tools and products to optimize client portfolios,” said Robert Peyreigne, Global Head of Wealth Management at Jefferies. “Our advisors will be able to provide more differentiated and more customized solutions to meet our clients’ evolving needs.”

The partnership with Jefferies represents YieldX’s continued transformation of income investing and delivery of actionable portfolio intelligence, coming on the heels of its Series A funding round.

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