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Smarter insights.
Better conversations.
Stronger growth.

A powerful, flexible, and time-saving platform empowering growth for both your clients & your business.

A powerful, flexible, and time-saving platform empowering growth for both your clients & your business.
“...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.

CSTM RPRTS
Custom Reports
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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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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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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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Which best describes your firm or your role?

Answer a few questions and we will find you the perfect solution.
Advisor
Asset Manager

See what YCharts can do for you.

How we think

Advisors
Sept. 28, 2023
The 10 Best Performing Stocks in the Last 25 Years
What have been the best companies to invest in historically? We analyzed the entire Russell 1000 to find the best-performing stocks across lookback periods of YTD, 1Y, 3Y, 5Y, 10Y, and 25Y. All Russell 1000 stocks have market capitalizations of $1 billion or more. (With the exception of UWM Holdings Corp (UWMC)) Click to jump …
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Advisors
Sept. 22, 2023
What Happens After A Fed Rate Hike? (Or Pause)?
Investors might finally be able to unfasten their seatbelts, as interest rates may have reached their cruising altitude. During the September 2023 meeting, Fed Chair Jerome Powell and the FOMC voted to maintain the target Fed Funds rate range at 5.25-5.50%, which was originally set at the July 2023 assembly.  The market expected rates to …
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Product
Sept. 20, 2023
NEW! VRGL Integration, Others Streamline Portfolio Workflows
When the data behind your client accounts and model portfolios is hard to get, repeated tasks like report generation, meeting prep, and portfolio maintenance can quickly bog down your day.  In collaboration with our industry-leading partners, YCharts’ portfolio holdings integrations enable you to quickly import data from a custodian or CRM platform to automate portfolio …
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Asset Managers
Sept. 19, 2023
A Wholesaler’s Guide to Minimize Distributions & Maximize AUM
As Q3 2023 draws to a close, the financial markets continue to recover from last year’s drawdown. The S&P 500 is up 17.3% this year despite the Federal Reserve raising interest rates 500 basis points in less than 18 months. Download Visual | Modify in YCharts Fund managers are fine-tuning their strategies to sidestep potential …
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