Enter YCharts, a cloud-based investment research platform tailor-made to help wealth advisors and asset managers track the markets and make smarter investment decisions. Through powerful visualization and advanced analytics capabilities, YCharts empowers wealth and asset managers with cutting-edge tools to access and interpret critical data for stocks, ETFs, and mutual funds. “We provide a high return-on-investment solution that is easy to use and gives a competitive edge in accessing and manipulating industry-leading data to enable smarter investment decisions. We support our software with a high-touch customer success team, there to help our customers in a variety of ways,” says Sean Brown, President and CEO at YCharts.
YCharts’ visualization tools help customers derive and present insights in a pictorial form. Numerous efficiency enablers automatically integrate YCharts’ financial data into Microsoft Excel and save clients from manually updating their spreadsheets, allowing them time to carry out other operations.
Being a web-based software application, a browser and internet access are all that is needed to leverage the full potential of YCharts. The onboarding commences by users logging in to the site to customize their dashboard and set up their desired screens. “Our clients find our platform extremely beneficial and regularly recommend us to their colleagues, supporting the rapid expansion of our customer base,” says Brown.
YCharts has seen significant market growth in 2018 based on some important third-party relationships it has announced. Dynasty Financial Partners, a firm that specializes in services to help advisors break away from wirehouses, wanted to establish their own independent practice. Impressed by the competence of YCharts’ application in their operations, the organization decided to offer the tool as a standard part of their technology infrastructure for every breakaway investor. Additionally, recently the firm announced integrations with TD Ameritrade’s Veo One platform, and Schwab Performance Technologies® PortfolioCenter®.