Don’t hesitate to reach out to us

Let’s discuss how Yayati can help your firm build personalized wealth experiences for clients while scaling advisor workflows

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.

Q: What types of investment technology services does Yayati offer?

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.

Q: Who can benefit from using the Yayati wealth platform?

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.

Q: How does Yayati ensure the security of my personal and financial information?

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.

Q: Can I access the Yayati wealth platform from anywhere?

A: Yes, our wealth platform is cloud-based and can be accessed from anywhere with an internet connection.

Q: How can I get started with Yayati investment services?

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.

Contact information

Yayati LLC is a quantitative investment technology company offering wealth personalization infrastructure for enterprises – RIA platforms, Broker-Dealers, Asset Managers, and fintechs – to build scalable advisor workflows and client investment experiences

Copyright: © 2023 Yayati, LLC. All Rights Reserved.