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Enterprise


Best for:

Broker-Dealers, OSJs

Advisor Networks

Model Portfolio Distribution

Compliance Oversight

Support & Lead Advisor Teams

All “Professional” Tier Features

Firm-wide Sharing

Compliance Controls

Position Proprietary Models

MOST POPULAR

Professional


Best for:

Portfolio Construction

Research & Analysis

Proposal Generation

Market Monitoring & Sharing

Tailored Sales Collateral

Customizations

All Tools

All Data

Firm-wide Sharing

NEW Proposals & Talking Points

Presenter


Best for:

Proposal Generation

Scalable AUM Growth

Meeting Prep

Market Monitoring

Relationship Management

Customizations

Select Tools

Basic Equity, Fund, Index Data

Receive Shared Items

Analyst


Best for:

Research & Analysis

Market Monitoring

Evaluating Securities

Idea Generation

Individual Investors

Screeners & Tables

Dashboard, Watchlist, & Alerts

Charting

Most Data

Enterprise Professional Presenter Analyst
CUSTOMIZATIONS
Firm-branded Reports
Custom Colors & Logo
Custom Disclosures
Custodian Integrations
Sharing Charts, Screens & More
Proprietary Strategy Oversight & Sharing
Managed Research Lists
Compliance Controls
Firm-wide Implementation Support
Open to Bespoke Integrations
TOOLS
Portfolios
Dynamic Model Portfolios View Only
Portfolio Optimizer
Attribution Analysis
Report Builder View Only
Proposals View Only
Talking Points View Only
Charting View Only
Scenarios View Only
Scatter Plot View Only
Screeners
Tables
Scoring Models
Excel Add-in + $
Dashboard View Only
Watchlists View Only
Alerts
Live News Feed
Quickflows
Email Reports View Only
Custom Securities View Only
DATA
Stocks
Y-Ratings
Analyst Estimates
ETFs & CEFs
Quote Pages + Performance and News Tabs
Mutual Funds + $
Quote Pages + Performance and News Tabs + $
Indices
Quote Pages
4,000+ Financial Metrics
Economic Data
Sector & Industry Data
Environmental, Social & Governance (ESG)
Separately Managed Accounts (SMAs) + $ + $ + $ + $
Custom Benchmarks View Only
SUPPORT
Live Support Chat
Dedicated Support
Excel Add-in Support & Model Automation + $

YCharts

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