Multi-asset research management
Publish all your research in one system and keep every client up to date
Your investors get recommendations they can trust from start to finish, and your research desk gets real-time tools to manage each one.
Publisher powers large-scale advisory workflows
Heads of research and their analysts at these brokers run their desks on it, and clients trade on what they publish.
On siloed legacy systems, edits miss clients and complaints reach SEBI
When creating, notifying and tracking sit on siloed systems, an edit doesn’t flow on its own, and a moved target misses clients still acting on the old level.
Each asset class gets a module built for its own rules and statistics
Every module runs on the same connectivity and price feed, so advisory across asset classes stays cross-functional and consistent for your in-house desk or third-party analysts.
A few clicks to publish on any market, with every level tracked live from the moment it goes out
Explore SoloCatch invalid levels, triggers and conflicts before publishing
A published recommendation can’t be recalled, so every price, trigger and validity is checked against your desk’s standards first, with a checker’s approval wherever you turn it on.
Check every price and time level
Entry, target and stoploss validated for the instrument, and each trigger and validity for time
Stop duplicate and conflicting views
Each new recommendation checked against your live ones on criteria you set, overlap across baskets included
Cap how much the desk publishes
Set how many recommendations go out a day, week or month, for the whole desk or each analyst
Schedule a recommendation
Set for the hour you choose, a basket rebalance included, and checked like any other
Track open recommendations on price and time, to the tick
The price feed engine reads each exchange’s ticks as they arrive, so each target, stoploss and validity fires its event without anyone watching screens.
100%
of each exchange’s feed captured
<45ms
latency from a tick to its price trigger
All price levels adjust to corporate actions on the ex-date
Publisher computes the adjustment factor automatically and applies it at the right time, so no event fires on an incorrect level.
Factsheets stay live as remarks and performance change
Each recommendation gets one automatically, in your own design, and every performance report is built from it.
Put your research inside your own app, by API, SDK or micro app
Research from every module arrives the same way, so your product team chooses how much to build, from raw data to a finished app.
Build on the API
Every recommendation and its performance as data, for a front end of your own
Embed the SDK
Screens and data together, for React, iOS, Android and Flutter apps
Launch the micro app
A full app in your theme, signed in through your app and updated as changes happen
Changes reach clients at once, in the app, by nudge and through their RM
Actions fires the nudges, Rolodex alerts each RM and Audit Trail logs the change, so every entitled client gets it alike, as your investor charter promises.
150ms
typical time from an analyst’s change to the nudges it triggers
Measure each analyst by performance and by business done
Each analyst’s record sits beside the business their recommendations bring, attributed in real time on logic you can customise.
Watch the live desk
Open P&L and the recommendations about to hit their target or stoploss, for the whole desk or a single analyst
Group reports your way
Performance and business grouped by analyst, symbol, exchange, market or any other field, over whatever period you choose, with the trend for each
Run your own marketplace of registered analysts, with or without an advisory business
Once an analyst is verified, joining is only a matter of creating an account, and every recommendation they publish is tracked in an advisory marketplace you control.
514analysts
newly registered with SEBI for research in 2025-26
SEBI, Annual Report 2025-26
Agents summarise the files behind any recommendation
The research agent reads the PDF, chart image or voice note behind a recommendation and drafts its rationale as text or a voice-over. The analyst approves every word before clients see it.
With lower costs and revenue on record, research becomes a line of business
Fragmented systems mean separate bills, duplicate work and edits retyped by hand. Publisher replaces them with one system, so research costs less to run and its revenue shows on record.
up to4.8×
more engagement from your clients in a year of personalised advisory
65%
lower running cost a year, helped by leaner infrastructure and messaging
On your own cloud, Publisher stays up through market hours
A standby takes over the moment a node fails, client data never leaves your network, and research goes out under your own registration, as security and trust sets out.
99.97%
uptime across all of Yobee’s products
<30minutes
average time to resolve a support request