YCharts
Empowering advisors with smarter tools for data-driven decisions and client engagement
About 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.
Pricing
Full pricing pageEnterprise
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
Professional
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
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
FAQ
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