Sign In
Grade Your Portfolio

INVESTING IN THE INFORMATION AGE

The information age has created a community of sharing and collaboration, with most industries becoming more value orientated for the benefit of the consumer. The Investment industry has been one of the last sectors to embrace the transparent flow of information due to its traditional distribution channels, and the industry's advisors need to safeguard long-established revenue and profit streams.

problem_icon.png

THE PROBLEM

As investors, we are informed that past performance is not an indicator of future returns. Of course, there are no guarantees, but for every other service we subscribe to as consumers, we tend to use those that have proven themselves worthy, over those that proven themselves undeserving of our business or trust. The problem is many consumers are not aware they are receiving poor fund recommendations or making poor fund choices. Traditionally we have trusted marketing from various brands, but with no knowledge of comparative fund performance or fund ranking, we have been unable to question the efficiency of our investments.

When fund managers perform well, they proclaim themselves to be 'proactive'. When they do poorly, they claim to have been 'defensive' - and traditionally, as consumer investors, we attribute any losses to market conditions rather than challenge the performance of the fund manager.

solution.png

THE SOLUTION

YODELAR is an investor community that helps both self-investors (investors that manage their own fund choices), and advice led investors (investors that require a quality adviser to assist in their planning) to gain factual knowledge on fund managers and their investment funds so they can better their investment choices and maximise their returns and future wealth.

We do this through content. Our research team continually analyse funds and fund managers, creating regular reviews that identify the performance and quality of each fund and their fund managers. Our technology also enables investors to assess the quality of their funds and overall portfolios with continuous monthly reports that grades their portfolio performance. This helps each investor to identify any poor performance and highlight potential areas for improvement. We provide this information and much much more to our subscribers.

mid-banner.jpg
mission.png

OUR MISSION

To help quality advice firms break ties with outdated traditional distribution channels, and to place consumer investors, like you, at the centre of their value proposition.

our-vision.png

OUR VISION

To create transparency and value for investors by offering a convenient and accessible platform where research, knowledge and factual information can be obtained.

OUR STORY

Yodelar was founded out of necessity by our CEO and a small group of investors who had grown frustrated by the lack of information available that was required to make clear, concise and informative investment decisions.

In an age where information and accessibility to products and services are demanded, the investment industry has been slow to adapt. Instead, it continues to follow a traditional, opaque model that has served them so well but provides little in the way of information to investors.

Yodelar was created to provide the tools and information needed to empower investors to get the most from their investments.

evolution.png

PART EVOLUTION

Frustrated with the service and recommendations received over the years, we questioned the status quo within the financial services investment sector, to bring clarity within the industry that was non responsive to modern consumer needs.

In 2015 we were the first company to offer a free detailed portfolio fund analysis to consumer investors, highlighting to them the true performance of funds as well as the ranking of each fund in comparison to all other same sector funds. Our portfolio analysis assessed the investors' overall portfolio performance, based on factual data. By the end of 2016 our team had expanded to 52, with varying skill sets in research, media, sales and marketing, all focused on delivering top-class research.

evolution2.png

PART REVOLUTION

YODELAR has opened up the investment industry to both scrutiny and praise, within a transparent environment of factual content and resources.

Traditionally, investing has been a closed topic amongst family, and peers but YODELAR has helped to make the sharing of investment information easy by providing a platform that can add real value to all investors.

YODELAR, is a platform for all investors to join, to engage with fellow investors and utilise the necessary data to assist in making more informed investment decisions.

CREATING OPPORTUNITY & THE FREEDOM OF INFORMATION

The freedom and transparency of investment knowledge available via YODELAR has been created to better inform investors. Creating transparency in the financial sector will force distribution channels to help place consumer investors at the centre of their value proposition.

GET STARTED

25K+

COMMUNITY MEMBERS

5K+

PORTFOLIOS ANALYSED

£1 Billion+

COMMUNITY VALUE

£300k +

Investor Size