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Tell us what your advisory runs on today. We’ll show you what’s next
Research, nudges and RMs together lift your clients’ engagement
One top-10 firm published all three in each client’s own language, as the broker’s case sets out.
18,57,081 clients get their advice through brokers on Yobee
Large brokers and retail brokers alike publish recommendations under their own names and registrations.
Start with one product, and add the rest as your advisory grows
Pick the product your team needs first. The engineers who build Yobee set it up with you and take you through your approvals.
Connect by API
Recommendations and data in the systems you run
Build with SDKs
Ready screens and data inside your own app
Launch a micro app
A white-labelled app under your own brand
Your client data stays wherever you choose to run Yobee
Security and trust sets out the rest, with sign-in through your own identity provider, a standby for every product and encryption by default.
99.97%
uptime across all of Yobee’s products
Yobee plugs into your systems in days
It comes plug-and-play, ready to connect as it ships, and you can shape it to your firm from there.
10days
on average for a plug-and-play integration
Your research desk, digital team and RMs each get tools built for their work
All three share one engine and one set of client data, so every team works from the same recommendation.
Publish all your research
Every asset class on one desk, each recommendation tracked live