Research desk management
Run your in‑house advisory as one desk, with live performance for each analyst
Your analysts work from shared research with the access you set, and your clients get consistent advice across asset classes.
See each analyst’s accuracy beside the business their advice brings
Orders are attributed to each recommendation in real time on logic you set, and the data SEBI PaRRVA asks for goes straight from Publisher.
18,57,081clients
served by brokers through Yobee
11,435advisories
tracked in real time on Yobee
Your research runs on different systems that don’t talk to each other
Moving between them is cumbersome, a change in one stays unknown to the others, and the gaps keep the desk’s results from adding up.
Publisher unifies your asset classes, with overall performance tracking
Single-leg recommendations in Solo, options strategies, baskets, funds and algos run on a single system, with the whole desk’s results in view over any period.
Give your analysts roles, and add a second approval where you want it
Granular read, write or admin access is set module by module in User Access Management, with maker-checker on the workflows you choose.
Audit Trail logs who published, changed or closed a recommendation
Each entry in the real-time log carries its time and exports on request, so a question about your desk’s advice is answered in minutes.
5years
the least time a research analyst keeps each recommendation under SEBI’s rules
SEBI (Research Analysts) Regulations, 2014
Learn how Publisher keeps every client up to date with what your desk publishes
Levels are checked before they go out, tracked to the tick and adjusted for corporate actions, and each change reaches clients at once.
Open your desk to outside analysts with an advisory marketplace
Registered analysts from outside your firm are verified and publish beside your own, and you monitor both in one place while tracking each separately.