Yayati
Yayati provides AI-driven wealth management solutions that utilize machine learning algorithms to analyze market trends and optimize investment strategies. The platform enhances portfolio performance by delivering personalized financial insights and automated asset allocation, addressing the complexities of managing diverse investment portfolios.
- Artificial Intelligence
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Wealth portfolio managers who use options face a combinatorial explosion of possible contracts, requiring extensive research, custom modeling, and manual trade management. Existing approaches—excel tools, option‑based ETFs, or third‑party solutions—typically sacrifice either time efficiency, client‑specific customization, or scalability across all account sizes.
Solution
PLASMA by Yayati is a SaaS platform that streamlines the end‑to‑end workflow for option‑overlay strategies in managed accounts. Users can define rule‑based strategies aligned with income, growth, or risk objectives, and the platform automatically evaluates millions of option combinations to identify optimal selections. It then generates systematic trade orders for rolling and rebalancing, while providing real‑time monitoring, alerts, and performance analytics throughout the trade lifecycle. By delivering a unified, data‑driven environment, PLASMA enables advisors to scale option strategies across any client size without the need for custom code or extensive manual effort.
Target Audience
Primary customers are wealth advisors and portfolio managers who manage separate managed accounts and need scalable, customizable option‑overlay solutions for their clients.
Features
- Rule‑based strategy builder that optimizes option selection for income, growth, and risk targets
- Big‑data engine that evaluates over 14,000 individual options and quadrillion multi‑leg combos to surface high‑probability trades
- Automated trade generation for option rolling, drift rebalancing, and execution scheduling
- Real‑time monitoring dashboard with alerts covering the full trade lifecycle
- Integration layer for seamless connectivity with existing portfolio management and trading systems
- Client‑size agnostic design that supports both small and large separately managed accounts (SMAs)