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.

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Integrate with your existing investment ecosystem

With the YieldX API, you can integrate our powerful functionality to offer customized income portfolios directly into your existing platform.

YieldX API API documentation
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Personalized bond portfolios at scale.


Personalized portfolios

BestFit creates portfolios of corporate and municipal bonds tailored to a specific set of investment goals or preferences. Choose your desired maturity timeline, credit quality, sector and ESG preferences, and weighting methodology, then review the suggested portfolio and execute in real time.

The BestFit advantage

The problem

Constructing truly personalized bond portfolios typically requires a substantial minimum investment size and can take days to weeks to fulfill, and often do not utilize the full yield/risk spectrum.

The solution

BestFit is the first-ever tool on the market that starts with a series of simple questions about investment preferences — such as desired credit quality, maturity, ESG exclusions, etc. — and then creates a personalized liquid portfolio in a matter of seconds, compared to days or weeks for traditional methods.

Use cases

Increase your revenues, broaden your customer base, and expand your product lines by partnering with YieldX.

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