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Ycharts

Profile

Why We Were Selected:
With the goal to democratize investment research, YCharts believes that it shouldn’t require a Ph.D. for advisors to make smarter, data-driven investment decisions to help their clients meet and exceed their investing goals.  

What We’re Solving:
YCharts combines comprehensive data with powerful tools and outstanding customer support to enable advisors to develop and visually communicate unique insights, make smarter investment decisions, and save significant time to thereby increase time spent on clients and prospects. 

Why We’re different:
YCharts gives advisors the time and tools needed to justify their fees and grow their AUM. YCharts saves its users an average of 3.6 hours per week, measurably improves investment returns, and improves prospect and client communications. Modernizing in the traditionally terminal-based financial research space, YCharts’ web-based platform with tools including model portfolios, fundamental charts and stock/fund screeners set the platform apart as a unique offering. By pairing each client with a dedicated support representative, YCharts’ best-of-breed customer service enables the company to stand apart from competitors with no call queues or unanswered emails.