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“...a really elegant way to monitor our portfolios. YCharts has demonstrated its value multiple times in helping us communicate with clients.”
Ben Peters, Burton Enright Welch
“...a tool that lives within every advisor's computer that, in essence, provides a real-time portal into Integrated's portfolios.”
Dr. Rob Brown PhD, CFA - Integrated Financial Partners
“...with YCharts, we're able to better put our investment solutions in the context of the markets in a way that works for people on the go.”
Jeff Duckworth - John Hancock Investment Management

Streamlining your research & client communication

Streamlining your research & client communication

Enterprise

Solutions to boost productivity, compliance best-practices, and access to firm models.

Advisors

Custom proposals, portfolio analytics, and time-saving workflows for more efficient AUM growth.

Asset Managers

Sales tools that highlight fund family strengths & boost wholesaler productivity.

Individuals & Educators

Professional-grade tools for self-guided investors & investing education.

See how YCharts helps you & your clients reach new goals.

Proposals & Client Communications

Proposals & Client& Communications

Customize meeting materials & sales collateral to tell a story, build understanding, and maintain momentum throughout prospect & client meetings.

PRPSL RPRTS
Proposals
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Acquire Clients & Grow AUM

Portfolio Construction

Portfolio Construction

Optimize portfolio holdings, allocations & exposures to meet and exceed client goals. Test hypothetical replacements and contribution scenarios for ongoing improvement.

MDL PORT
Model Portfolios
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Create & Share Insights

Research & Analysis

Research & Analysis

Add efficiency to research workflows with pre-built comparison tables, charts & screens, and investment analysis tools built for wealth management use cases.

CHART ING
Fundamental Charts
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Research Securities

Market & Position Monitoring

Market & Position Monitoring

Align your whole team around market and economic data, key holdings, and approved research lists. Share updates with your clients & your team.

DASH BRD
Dashboard
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Lead Advisor Teams

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Asset Manager

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How we think

Economy
Feb. 12, 2025
Breaking Down the January 2025 CPI Report: Inflation Trends & Investment Implications
Introduction: Why the January 2025 CPI Report Matters The January 2025 Consumer Price Index (CPI) report, released on February 12, 2025, presented inflation figures that surpassed market expectations. With a 0.5% month-over-month increase and a 3.0% annual rise, the report signals that inflation remains a key concern for investors, asset managers, and institutions. These figures …
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Product
Feb. 5, 2025
YCharts Monthly Product Update: January 2025
At YCharts, we strive to be best-in-class when it comes to providing the tools wealth management professionals need to deliver great results for their clients. YCharts has grown into an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software that elevates and enables our clients’ goals – …
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Economy
Feb. 5, 2025
Best Performing Mutual Funds of the Last 10 Years: A Financial Advisor’s Perspective
Introduction: Why Long-Term Performance Matters Mutual funds have long been a staple in portfolios for their ability to deliver diversification, professional management, and tailored exposure to specific sectors or asset classes. Evaluating long-term performance is essential for identifying funds that demonstrate resilience, consistent returns, and strong management practices. This article highlights the best-performing mutual funds …
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Advisors
Feb. 4, 2025
Monthly Market Wrap: January 2025
Welcome back to the Monthly Market Wrap from YCharts, where we dissect crucial market trends for advisors and their clients. This January, equity indices posted strong gains even as Gold hit an all-time high, while treasury yields remained mostly flat month-over-month. Want to use these visuals in your own presentations? Download our free Monthly Market …
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