YCharts

Time 2020-06-18 23:02:53

Web Name: YCharts

WebSite: http://ycharts.com

ID:4493

Keywords:

YCharts,

Description:

A powerful investment research platformdesigned for you. YCharts was built to help you make smarter investments & visually communicate your insights. Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities. Watch an Overview Uncover new opportunities. Our screening and comparison tools help you analyze security data, develop new investment ideas, and build better portfolios through data-driven decision making. Explore Our Solutions Clearly communicate investment strategies. Visualization tools for securities, portfolios, and the broader economy create more effective touchpoints when you meet with prospects and clients, create marketing materials, or share your insights with peers and beyond. Explore Our Solutions Monitor markets for continued performance. Market movement alerts, customizable email updates, and our interactive dashboard combine to keep you informed and never miss an opportunity to make smarter investments. Explore Our Solutions With more than $750B of assets under management, our clients — advisors, asset managers and more — rely on the power of YCharts to make smarter investment decisions and build stronger relationships. “I’m familiar with the wealth-tech landscape and there hasn’t been a great solution for model management and creating proposals. We love the direction of YCharts’ Model Portfolio functionality. The tool has really helped with our team collaboration.” Phil Huber Chief Investment Officer at Huber Financial Advisors Read more case studies “I really see YCharts as a tool that can sync up many different parts of our organization. From our distribution team to our capital markets team, I see it making a big impact on our collaboration as a whole.” Matt Blandford SVP - Divisional Sales Manager at John Hancock Investment Management Read more case studies “Having the power of all of the data at our fingertips in a customized format gives me a lot of flexibility to be creative with clients and highlight the important concepts to both clients and prospects.” Matt Kocanda Group Leader at Balasa Dinverno Foltz LLC Read more case studies “Previously, everything in our operations was ad hoc in Excel, and it was a really slow-moving process. Now, constructing new portfolios for clients is easy, efficient, and much more manageable.” Jeff Kilburg Founder, CEO at KKM Financial Read more case studies Let the platform speak for itself. Sign up for a 7-day free trial to see what YCharts can do for you. Start your free trial Talk to one of our experts. Request a demo to have one of our product specialists walk you through the platform. Request a demo

TAGS:YCharts 

<<< Thank you for your visit >>>

Hot Websites