Boost your research & advisory
Create, publish, distribute & track your research recommendations to better engage with your customer
> 80,000
Customers depend daily
> ₹ 2,900 Cr
Order volume past 3 months
> 30 Mn
API calls in 1 month
India’s first Publisher
for Capital Markets
With Yobee’s Publisher, you can manage your research & advisory business using modern tools to serve investors & traders
Create, edit or close your research calls
Add a new recommendation in seconds with customisable fields
Use the inbuilt fast search to find the right instrument
View last price to accurately set the target & stoploss
Upload PDF report to explain the recommendation
Instantly disseminate your recommendations
Your research is instantly pushed to multiple systems at the same time
Notify your clients across various communication channels
Powerful & fast APIs to power your apps & website
Trigger personalised marketing campaigns to engage customers
Filter, track & monitor in real time
Stay up to date with the performance of your research calls
Live PnL of each recommendation with low latency market feed
Real time metrics like orders placed, volume, brokerage etc
Auto closure of recommendation basis target, stoploss, validity
Power your
Marketing Campaigns
Use customisable templates to engage your customer with personalised messaging
Integrate with third party tools like Clevertap
Support Push Notification/SMS/Email
Connect your business WhatsApp / Telegram
Recurring or event based triggers for any channel
Reports &
Dashboard
Keep track of overall
performance at a glance
Customisable reports to suit your business metrics & KPIs
Automate email reports to internal stakeholders & customers
Built for research analysts
Intelligent features to assist analysts in their work
Smart validations to prevent common mistakes like incorrect target or stoploss
Prevent duplicate recommendation with opposite views
Real time price feed status to always be on top of the market
Instant data synchronisation
Status & information are synced across all systems like databases, frontends and marketing campaigns instantly
Customise publisher as per your business needs
Custom fields when creating a recommendation to help with tagging or tracking
Create reports for internal MIS or client-side communication
Modify templates for notification as per your brand and compliance guidelines
Developer friendly & Security abiding
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Blazing fast APIs
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Websockets to update frontends
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Third Party Integrations like Clevertap
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Deploy on your private cloud or on-premise
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Host on Yobee’s cloud for a managed service
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Adheres to your information & security codes
We love solving
challenging problems
Get in touch with us for a
brainstorming session