Solution introduction
A portfolio construction workflow that curates a personalized corporate bond portfolio tailored to best fit your investment goals and preferences
The BestFit™ workflow guides users through an intuitive, step-by-step process to create personalized bond portfolios replacing what used to take days or weeks, into seconds. Provide your clients with a personalized bond portfolio previously only accessible to high-net-worth investors or institutions
BestFit™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack.
