Integrations
YieldX
YieldX offers investors the ability to create and optimize customized portfolios of income-producing investments. With the integration, users can pull in their Addepar portfolios, analyze asset-level data, and generate optimizations to increase yield, mitigate risk, or target income levels.
Maximize investments while limiting risk |
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Scan for opportunities |
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Keep everything in sync |
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Optimize SMAs, UMAs, and other investment products |
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Create a cohesive brand experience |
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Authentication |
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Contact YieldX for a custom integration
Each YieldX integration is tailored to meet your needs. Email support@yieldx.com if you’re interested in a custom integration.