YCharts

Empowering advisors with smarter tools for data-driven decisions and client engagement

À propos de YCharts

YCharts provides an all-in-one platform for investment research, portfolio analytics, and client communication. Designed for advisors, asset managers, and wholesalers, it offers intuitive tools to streamline workflows, enhance client engagement, and drive growth. With reliable data, customizable proposals, and market insights, YCharts helps professionals make informed decisions and deliver tailored advice efficiently.

Tarifs

Page de tarifs complète

Enterprise

Sur mesure

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

Populaire

Professional

Sur mesure

Best for: Portfolio Construction Research & Analysis Proposal Generation Market Monitoring & Sharing Tailored Sales Collateral Customizations

All Tools
All Data
Firm-wide Sharing
Proposals & Talking Points

Presenter

Sur mesure

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

Sur mesure

Best for: Research & Analysis Market Monitoring Evaluating Securities Idea Generation Individual Investors

Screeners & Tables
Dashboard, Watchlist, & Alerts
Charting
Most Data

FAQ

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Badges

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Catégories

Finance

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