Third-party analyst management
Bring registered analysts to your clients in an advisory marketplace you control
Yobee gives you the engine and takes care of the technology. You onboard analysts, and your investors get advice tracked and updated in real time.
Your marketplace gets the same tools that run large-scale advisory workflows
Large brokers run their in-house advisory desks on Publisher, and the analysts you onboard publish and manage their recommendations on that same enterprise-grade system.
18,57,081clients
served by brokers through Yobee
11,435advisories
tracked in real time on Yobee
On a marketplace you don’t own, you play by somebody else’s rules
You get static recommendations, without the data or the access behind them, and the work of operating everything around them falls on your team.
Simply onboard a verified analyst and create an account to get them started
Check each analyst against SEBI’s list of registered research analysts and on SCORES, then create their account, give them module access and they can start.
514analysts
newly registered with SEBI for research in 2025-26
SEBI, Annual Report 2025-26
You decide which analysts publish, and on which modules
Roles in User Access Management give each analyst read, write or admin access, and your team can add its own approval before anything reaches clients.
Recommendations are tracked to the tick, and edits reach clients in real time
The price feed engine captures all that each exchange sends, and when an analyst moves a level, every client following the recommendation sees it.
<45ms
latency from a tick to its price trigger
150ms
typical time from an edit to its nudges
Tailor your analysts’ advice to each client, and build journeys around it
Each recommendation’s events, from its creation to closure, can trigger a nudge in Actions to the clients it matters most to, the instant it happens.
Every analyst’s recommendations are logged, and ready for PaRRVA
Audit Trail holds every publish, edit and close with who and when, and Publisher sends the data to SEBI PaRRVA by API or CSV.
Boost analysts by live performance, on rules your team sets
Analysts keep profiles your clients can see, and you choose whom to boost on performance, efficiency or any custom logic of your own.