YUJA.ONE
YUJA.ONE
Build
Financial Planner
Custom Financial Strategies
Portfolio Builder
Build and Refine Investment Portfolios
MarketPlace & Strategies
Explore Investment Opportunities and Strategies
Manage
Tools
Comprehensive Tools for Financial Planning
One stop View
Centralized Account Overview
Integrations
Effortless Integration with Key Platforms
Reporting
Insights
Actionable Insights for Better Decisions
Client Reports
Comprehensive Client Performance Reports
Experience
Client experience
Effortless Interaction for Enhanced Satisfaction
Advisor / Manager Experience
Enhanced Workflow for Advisors and Managers
Empowers wealth management firms to
scale effortlessly with insights and
personalization.
Various features, integrations, and investment strategies on one platform to effortlessly scale your business and manage portfolio.
Join the waitlistFinancial Planner
Portfolio Builder
MarketPlace & Strategies
Tools
Integrations
Insights
Client Reports
Client Experience
Advisor / Manager Experience
Design bespoke investment portfolios for your clients with ease.
Financial Planner
By inputting their financial data, clients can receive personalized recommendations and track their progress towards achieving their financial objectives.
Portfolio Builder
With real-time analytics and performance tracking, clients can optimize their portfolios to align with their risk tolerance and investment goals.
MarketPlace & Strategies
Offers clients access to a curated selection of investment strategies and market insights.
Efficiently oversee and optimize client portfolios with our robust management tools.
Tools
Access a suite of advanced tools designed to enhance investment decision-making and portfolio performance.
One stop View
Start Accessing all your clients accounts effortlessly. A few clicks is all it takes to get a comprehensive view.
Integrations
Seamlessly integrate with popular financial platforms and services for a unified investment experience.
Insights
Uncover actionable insights with in-depth analytics. Make informed decisions to optimize your investment strategies.
Client Reports
Deliver personalized reports to clients, providing clear and concise updates on their portfolio status and performance.
Client experience
Designed for ease and efficiency, it ensures a smooth and satisfying experience to the clients.
Advisor / Manager experience
Experience greater efficiency and effectiveness in your role.
Strategies
Customised portfolios
Equity
Debts
Assets
Mutual funds
Alternative assets
Reporting
Strategies
Risk profile
Intelligence
Portfolio reporting & Management
YUJA.ONE
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