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Frequently Asked Questions
Here, you’ll find answers to some of the most commonly asked questions about our wealth platform. If you have any additional questions or would like to see our API documentaiton, please don’t hesitate to reach out to us.
A: Yayati LLC offers a wide range of investment technology services, including tax intelligence, risk-aware portfolio analytics and proposals, tailored indexing and structured investment solutions, and advisor-assistive engagement tools. Our interoperable technology is designed to meet the unique needs of wealth enterprises, their advisors, and their clients.
A: The Yayati wealth platform is designed to help wealth enterprises such as registered investment advisors (RIAs), RIA aggregators, TAMPs, broker-dealers, asset managers, and fintechs.
A: At Yayati, we take the security of our clients’ information very seriously. We use the latest encryption and security technologies to protect your clients’ personal and financial information. Our platform is regularly monitored to ensure that it meets industry standards for security and data privacy.
A: Yes, our wealth platform is cloud-based and can be accessed from anywhere with an internet connection.
A: Getting started with Yayati is easy. Simply reach out to us to schedule a consultation, and we’ll work with you to develop a customized solutions that meets your company’s unique needs and goals.