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

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

Scalable investment personalization tools

Tax intelligence


Open architecture, customizable experiences

Contextualized, actionable advice delivery

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