Personalization infrastructure for modern wealth management enterprises

our AI-powered investment technology platform offers wealth personalization infrastructure for enterprises to build scalable advisor workflows and client investment experiences

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  • Value Proposition

What we offer for RIA platforms, broker-dealers, TAMPs, asset managers, and fintechs

Scalable investment personalization tools

Tax intelligence

API-enablement

Open architecture, customizable experiences

Contextualized, actionable advice delivery

  • Features & Functionality

Yayati’s technologies simplify the next generation of enterprise wealth management with interlinked building blocks to unlock personalization seamlessly in one place, including:

Tax Intelligence & Rebalancing

  • transition & withdrawal techniques
  • ongoing tax loss harvesting & rebalancing
  • asset location efficiency
  • concentrated position tax liability suggestions

Personalization & Risk Layer

  • multi-dimensional risk assessment
  • client preference measurement such as asset concentration, ESG, tilts, and other values
  • model management

Portfolio Construction & Analytics

  • open architecture : models or unique portfolios
  • robust stress testing & scenario analysis
  • multi-asset approach including alternatives
  • goals-based & client preferences customizability

Client Portfolio Proposal

  • white-labeled & customizable
  • integrates tax, risk, and portfolio analytics

Advisory Co-Pilot

  • data-rich AI assistant for advice delivery and personalized client engagement
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  • Our Partners
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