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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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How we think

Advisors
Nov. 4, 2024
Monthly Market Wrap: October 2024
Welcome back to the Monthly Market Wrap from YCharts, where we dissect crucial market trends for advisors and their clients. This October, equities suffered declines in a month marked by volatility stemming from the run up to the presidential election while mortgage rates and treasury yields spiked higher despite a Fed rate cut in September …
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Advisors
Expert Tips
Nov. 4, 2024
How Financial Advisors Use YCharts to Optimize Investment Strategies
Introduction In today’s fast-paced financial markets, financial advisors need reliable tools to develop and optimize investment strategies. YCharts is a powerful platform that offers a range of features designed to help advisors make informed decisions, grow their business, and support clients’ needs. This blog explores how financial advisors use YCharts to optimize investment strategies, manage …
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Advisors
Expert Tips
Nov. 1, 2024
How to Use YCharts for Portfolio Management: Step-by-Step Guide
Introduction Portfolio management is a cornerstone of financial advisory services, requiring a blend of strategic planning, market analysis, and effective client communication. YCharts offers a robust suite of tools designed to streamline portfolio management, helping advisors and wealth managers optimize their investment strategies and deliver exceptional client service. This step-by-step guide will walk you through …
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Asset Managers
Nov. 1, 2024
A Closer Look at Q3 2024 Fund Flows:  Key Trends in Active ETFs and ETF Launches
In the third quarter of 2024, fixed-income ETFs and mutual funds maintained their momentum, attracting $119.1B in combined inflows, a significant rise from $68.4B in the second quarter. This surge likely resulted from investors seeking to secure yields in anticipation of the Federal Reserve’s rate cuts, which began in September. Money market funds outpaced other …
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