[planadvisor] BridgeFT to Power Yayati Applications, Including Tax-Saving Investment Tools 

BridgeFT and Yayati have partnered to offer wealth mangers technology infrastructure and more personalized investment experiences through integrated application programming interfaces. 

“Yayati fills an important gap in the wealthtech landscape by offering a range of tax-smart investing options,” Joe Stensland, BridgeFT’s CEO, said in a statement.  

Yayati is an investment technology company that offers personalization infrastructure to advisers, broker-dealers and asset managers. BridgeFT is API-first wealth infrastructure software company. 

Through the partnership, BridgeFT will power Yayati’s applications for registered investment advisers, broker-dealers, and asset managers who sign on with BridgeFT or Yayati. Users will have access to trade-ready, multi-custodial data pre-integrated into Yayati’s tax intelligence platform, including tax transition, tax-loss harvesting, rebalancing, tax withdrawal and tax location. 

“BridgeFT has created the pathway for wealth management firms to build a differentiated tech stack and a unique client experience,” Rajeev Sharan, founder and head of product at Yayati, said in a statement.  

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