YUJA.ONE

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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.

Create, manage, and communicate personalised portfolios on a single platform.

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Various features, integrations, and investment strategies on one platform to effortlessly scale your business and manage portfolio.

Join the waitlist

Financial Planner

Portfolio Builder

MarketPlace & Strategies

Tools

Integrations

Insights

Client Reports

Client Experience

Advisor / Manager Experience

Build

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.

Manage

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.

Reporting

Generate detailed and comprehensive reports to monitor and evaluate portfolio performance effectively.

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.

Experience

Enjoy a seamless, intuitive platform for financial management.

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.

Yuja empowers you to develop portfolios that align with your investment vision.

Strategies

Customised portfolios

Equity

Debts

Assets

Mutual funds

Alternative assets

Reporting

Strategies

Risk profile

Intelligence

Portfolio reporting & Management

We drive your business expansion by achieving superior investment outcomes efficiently.

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