All-in-One AdvisoryTech
One engine for your whole advisory business, from research to every client
Transform advisory into an engaging, hyper-personalised product for every client, through real-time tracking and actionable analytics
Connect with usYobee helps power large-scale advisory workflows
Research desks, digital and business teams collaborate on Yobee to turn advisory into one of their fastest-growing segments.
18,57,081
clients served by brokers through Yobee
11,435
recommendations tracked in real time on Yobee
A recommendation sent to everyone is useful to no one
One language and the same text for everyone is noise to most of your clients, and spend that goes to waste.
>73%
of wealth firms send generic messages monthly
<17%
of HNWIs say the advice they get is seamless and tailored
Capgemini, World Wealth Report 2026
Four things turn a recommendation into advice
With Publisher, every recommendation gets all four, from the desk that publishes it to the client who reads it.
Put advisory at the centre. Every system you run becomes a channel
Client data, recommendations and personalisation sit in Publisher, so every team can collaborate and create engaging workflows.
Publisher
Research management
Solo, Tradebox, Investbox, Fundpick, Beacon, Coverage and Report Builder
Explore PublisherDigital nudges
Actions, Matchbook and Commentary help you reach the clients each recommendation suits
Explore ActionsFor RMs
Rolodex and Sensei show which clients a recommendation touches, and what to say
Explore RolodexAcross Publisher
Advise your clients on global stocks from your own desk
Your analysts publish recommendations and baskets your clients follow in your app, with each order tied to its recommendation.
From the analyst to the RM, all your teams work from one recommendation
Research publishes once. Publisher tracks every recommendation live across its entire life cycle, the one source of truth your digital, business and compliance teams work from.
One desk covers every asset class, from stocks and F&O to baskets and funds, and each recommendation is published once and tracked live until it closes
Investors act on the advice that reaches them first
56% of investors get market information from finfluencers, 25% from research reports, though only 6.3% of finfluencers hold a SEBI registration.
62%
of investors have made at least some decisions on finfluencers’ advice
SEBI, Investor Survey 2025
82%
of people who follow finfluencers have invested on their advice
CFA Institute, Clicks and Credibility 2025
Industry case study
The impact of publishing recommendations in multiple languages
A top-10 broker publishes each recommendation in 7 languages, and each client’s profile picks theirs, across the app, nudges and RM briefings.
99.97% uptime, and your client data never leaves your cloud
Deployed in your cloud or on premises, and supported by the engineers who build Yobee.
99.97%
uptime across all of Yobee’s products
150ms
typical time from an API request to its response