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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

Advisors
Jan. 22, 2025
Debunking Investing Myths
It’s already a new year, and with the turn of the calendar comes the annual flurry of New Year’s resolutions for many. This year, the top resolution among U.S. adults is to save more money, according to Statista. While it’s great that more Americans are seeking to improve their finances, this is even better news …
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Economy
Jan. 22, 2025
Trump’s 2025 Executive Actions: How They Could Affect Financial Markets
Introduction: Policy and Markets in 2025 Executive actions often serve as a window into a president’s policy priorities, and for financial markets, these decisions can be transformative. In 2025, President Donald Trump signed a series of executive actions that are already influencing the U.S. economy and global markets. From changes in environmental policies to tariffs …
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Product
Jan. 21, 2025
YCharts Features: In-Depth Look at the Tools That Empower Financial Advisors
YCharts is a comprehensive platform designed to empower financial advisors with a suite of tools for investment research, portfolio management, and proposal generation. Whether you’re an advisor managing multiple client portfolios or an investment researcher seeking advanced analytics, YCharts offers the tools you need to succeed. This blog provides an in-depth look at YCharts features, …
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Asset Managers
Jan. 17, 2025
Best Performing Fixed Income ETFs of 2024: Total Returns, Income Potential & Volatility
Fixed-income ETFs gained significant traction among investors, with the Federal Reserve shifting to a dovish regime in 2024 and the Bloomberg US Aggregate Index delivering a modest 1.25% total return. This heightened interest in income-generating strategies contributed to the broader ETF market’s record-breaking $1 trillion in inflows. Of the 477 fixed-income ETFs with at least …
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