Articles from YCharts

YCharts, a leading investment research and client engagement platform, today announced the introduction of benchmark data from leading global private markets investment firm Hamilton Lane (Nasdaq: HLNE). The addition brings new visibility into private markets, helping financial advisors benchmark private fund performance, evaluate portfolio diversification and explain the role of private markets in client strategies.

YCharts, a leading investment research and client engagement platform, today announced the launch of individual bond data. This new dataset expands YCharts multi-asset coverage and gives wealth management firms faster, clearer ways to evaluate and communicate fixed income strategies.

YCharts, a leading investment research and client engagement platform, has been recognized with a 2025 WealthManagement.com Industry Award (‘Wealthies’) for setting a new standard in AI-powered workflow automation with its groundbreaking AI Chat. Presented annually, the Wealthies are among the most prestigious honors in wealth management, celebrating firms and providers making the most meaningful contributions to advisors’ success.

YCharts, a leading investment research and client engagement platform, today announced a new integration with eMoney Advisor (“eMoney”), a leading provider of technology solutions and services that help people talk about money. The integration allows financial advisors to seamlessly connect the investment research and portfolio analysis they do in YCharts with the financial plans they build in eMoney, creating a more unified and efficient workflow across platforms.

YCharts, a leading platform built to support investment research, proposal generation, and client communication for wealth management professionals, is proud to announce its inclusion on the 2025 Inc. 5000 list of America’s Fastest-Growing Private Companies. This marks the ninth consecutive year that YCharts has earned a place on the list, an accomplishment achieved by fewer than 0.5% of honorees in the list’s history.

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, is expanding its role in the proposal-building process. Recent enhancements have strengthened the platform’s ability to support the full advisor workflow, from preparation to presentation.

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, has launched Household Portfolios and Folders, two new features designed to help advisors streamline proposal creation, improve reporting, and better serve clients with complex needs.

YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for LPL’s nearly 29,000 advisors.

Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 Midwest Award. Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities. The program honors bold entrepreneurs whose innovations shape the future and pave the way for a thriving economy and a hopeful tomorrow. The Midwest program celebrates entrepreneurs from Indiana, Illinois and Wisconsin.

YCharts, a leading investment research and proposal generation platform, is expanding its presence in the Canadian wealth management market with a new integration with Aviso Wealth, a leading Canadian wealth management firm serving financial institutions and independent advisors. This integration enables seamless proposal generation, portfolio analysis, and investment research for Canadian advisors, enhancing their ability to drive client engagement and grow assets under management (AUM).

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of Risk Profiles, a powerful new solution designed to bring clarity, consistency, and scale to portfolio recommendations.

YCharts, a leading investment research and client engagement platform, is thrilled to announce a strategic enterprise partnership with Midwestern Securities, a trusted partner to community banks and financial institutions. This collaboration provides Midwestern Securities’ advisors with full access to YCharts’ robust suite of tools and integrations, streamlining operations, enhancing client engagement, and enabling seamless portfolio management across the organization.

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of AI Chat, a next-generation AI-powered tool designed to enhance research workflows, improve efficiency, and drive better client engagement.

YCharts, a leading investment research and client engagement platform trusted by financial advisors and investment professionals across North America, is excited to announce a new partnership with Designed Securities, Canada’s premier financial services provider. This collaboration aims to enhance the workflow of Designed users by integrating YCharts’ powerful tools and features.

Carson Group, a leading financial services firm, and YCharts, a trusted investment research and proposal generation platform, are excited to announce a new enterprise-wide partnership that will provide Carson Group advisors with full access to YCharts’ comprehensive suite of tools and analytics.

YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation. This collaboration elevates advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities.

YCharts, a leading SaaS platform for investment research and client communication in the wealth management industry, proudly announces its inclusion in the Inc. 5000 list of Fastest-Growing Private Companies in America for the eighth consecutive year. Achieving this streak is a feat accomplished by fewer than 1% of applicants, showcasing YCharts' sustained growth and commitment to delivering innovative solutions that empower wealth management professionals.

YCharts, a leading cloud-based investment research platform and proposal builder, proudly announces its recognition at the inaugural 2024 NY Product Design Awards, where its innovative Report Builder tool secured a Silver award for the User Experience and Product UX category.

YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100 Registered Investment Advisor Firms of 2023. This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication.

YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from nearly 800 clients of financial advisors, the study provides actionable insights for advisors aiming to bolster client communications and adapt to a shifting landscape.

YCharts, a leading cloud-based investment research and client communications platform, is thrilled to announce an integration with iRebal®, a premier portfolio rebalancing tool offered within Schwab Advisor Center®. This enhancement further solidifies YCharts’ longstanding participation in Schwab’s integration program and is aimed at delivering advanced capabilities and portfolio management solutions to the organizations’ shared user base.

YCharts, a cloud-based investment research and client communications platform, once again solidified its standing as an industry leader, securing the title of "Software All-Star" in two prominent categories in the 2024 T3/Inside Information Software Survey. YCharts also emerged as the top software advisors are considering adding to their tool stack in the same categories: “Investment Data & Analytics” and “Economic Analysis & Stress Testing Tools”.

Farther, the nation’s leading technology-centric wealth management firm, has partnered with YCharts, a cloud-based investment research and client communications SaaS platform. The partnership will provide Farther’s advisor network with an all-in-one solution for enhancing client relationships and attracting new business.

YCharts, a cloud-based investment research and client communications platform, and FMG, a leading provider of marketing and technology solutions for financial advisors, announce a marketing partnership. The collaboration will enable financial advisors using FMG's marketing platform to leverage YCharts' powerful visuals to enrich their communications with both clients and prospects.

YCharts announces the launch of Proposals, the company’s latest product enhancement aimed to empower wealth management professionals to craft compelling proposal narratives that help communicate investment strategies, drive impactful conversations with clients, and win new business.

Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform.

YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, has announced a strategic partnership with Cetera Financial Group (Cetera).

YCharts, a cloud-based investment research platform empowering wealth management professionals to make smarter investment decisions and enhance their client communication, announced the release of its latest product enhancement, the Portfolio Optimizer. This cutting-edge addition to the YCharts toolstack reimagines the portfolio research and optimization process, enabling users to construct well-balanced and highly efficient portfolios.

YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, won “Best Value” in the second annual Carson Excell Advisor Tech Awards presented by Cetera.

YCharts, an investment research, analytics and client communications platform, announced a new model portfolio holdings integration with Schwab Advisor Center® today.

YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform. Partnering with these three industry leaders helps wealth professionals enable smarter investment decisions and better client communications.

YCharts, an investment research, analytics, and client communications platform, today announced a new partnership with United Planners Financial Services ("United Planners").