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“...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

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
April 11, 2025, 2:02 p.m.
Q1 2025 Earnings Season: A High-Stakes Test for Tariff-Era Market Sentiment
Introduction: A Pivotal Earnings Season Begins As Q1 2025 earnings season kicks off the week of April 15, markets are bracing for one of the most consequential reporting cycles in years. Following the implementation of President Trump’s reciprocal tariffs on April 2—followed swiftly by a 90-day pause announced April 9—investors now shift their attention from …
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Advisors
April 10, 2025, 2:40 p.m.
From Hours to Minutes: Streamlining Proposal Generation to Close New Business Faster
Financial advisors face mounting pressure to create engaging, compliant investment proposals while managing increasing client loads. Traditional proposal creation often involves spending hours of time switching between multiple tools, ensuring the satisfaction of compliance requirements, and formatting reports–time that could be better spent serving clients. Eliminating the Application Silo to Revolutionize Proposal Generation YCharts has …
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Economy
April 10, 2025, 12:12 p.m.
Trump Tariffs 2025: One Week In and a 90-Day Pause – What Advisors Should Know
Data as of April 9th, 2025 @ 4PM CST Introduction: From Escalation to Temporary Relief It’s been just over a week since President Trump’s reciprocal tariffs went into effect on April 2, 2025—aimed at balancing trade terms with U.S. partners. The move triggered immediate volatility across equities, fixed income, and global currencies. But just as …
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Economy
April 8, 2025, 5:09 p.m.
TLT Plunges Despite Fed Rate Cut Expectations: What’s Driving Bond Market Volatility?
Introduction: A Counterintuitive Collapse On April 7, 2025, the iShares 20+ Year Treasury Bond ETF (TLT) posted its worst single-day performance in over a year, dropping more than 3.02% and marking its second-largest single-day decline in the past three years. The move has left many advisors and institutional investors perplexed—especially amid a macro backdrop dominated …
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