Integrations

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 workflows, create proposals, and run reports using accurate client data.

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Create visually compelling portfolio reports and comparisons

Client and model portfolio data can be leveraged throughout YCharts for visual creation, security research, side-by-side strategy comparisons, and more. Compare client and model portfolios against any security, portfolio, index, hypothetical strategy, or custom benchmark all within YCharts.

Streamline strategy analysis and proposal generation

Analyze model and client portfolio performance, risk, asset allocations, security-level holdings, and more with YCharts’ fully integrated platform, enabling you to make smarter investment decisions. Share insights, reports, and prospecting materials with your teams to ensure better client communications. When the tools behind your portfolio workflows are working together seamlessly, new efficiencies are unlocked and data headaches are prevented at their source.

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