Customer Workshops

Extensive customer support helps our clients leverage the power of Yield Book

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Yield Book offers classes for both...

Yield Book offers classes for both beginners and advanced users of the system. Classes are taught in hands-on workshops offered monthly in New York, as well as year-round in other cities around the globe.

Popular classes include the following:

  • Yield Book 101 - an introduction to Yield Book
  • Yield Book Advanced - delves into the higher-level functionality of the system
  • Intro to Yield Book Add-In - covers functionality in our spreadsheet based product

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Additional customer support


Webinars are offered frequently. These online modules are designed to expose users to various facets of Yield Book suite of products, and cover topics pertinent to both beginning and advanced users.

Please visit our Video Tutorials and Webinars page to learn more.

On-Site training We conduct initial training onsite upon installation of the system. Web-based training is always available for clients. Users can also opt for custom training, either in our training room or at their workplace.
Usage support Our analysts are fully knowledgeable about the usage of Yield Book and possess a solid grounding in fixed income mathematics and portfolio analytics. Users can call or email with questions and receive a prompt response.
Technical support Our team of highly-trained system engineers coordinates the installation process with your in-house technical staff. Afterward, we provide on-going technical assistance to any system issues.
Online training manuals Yield Book training content is available online for clients who are unable to attend Customer Workshops or who wish to expand their knowledge of the system. Manuals, FAQs, system updates, research papers and more are consistently posted to the Web site.

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Help & Support

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Telephone: +1 646 989 2200

Telephone: +1 888 333 5618

Help desk
Telephone: +1 888 333 5617