Global wealth management platform buys Miami-based YieldX

Mark Battersby
clock • 2 min read

FNZ, the global wealth management platform, has agreed to acquire YieldX, a US-based provider of fixed income portfolio management technology, optimization services and direct indexing tools for the wealth management industry.  In a statement, FNZ said financial institutions, advisors and their clients will benefit from the unique combination of its full-service, end-to-end platform and YieldX's digital infrastructure and technology solutions.  These "innovative capabilities", which will be integrated into FNZ's wealth platform, would enable clients to scan the universe of fixed-incom...

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