Our Customer Service
Our clients are in the relationship business, and so are we. From day one, we are your trusted partners to be counted on for every challenge and every opportunity.
Dedicated account managers
Every YCharts user is partnered with a dedicated account manager to help with account set-up and product training, ensuring you maximize the potential of every YCharts tool. Our knowledgeable and experienced team prioritizes your business goals to provide tailored solutions.
Personalized onboarding
Account managers are dedicated to understanding your priorities and challenges. Whether customizing proposals to arm your asset gatherers, or building a fund screen that automates your research process, YCharts provides a fully-tailored experience with white glove service.
Customized account setup
Our implementation managers leverage a 10-point checklist to better understand your needs, then customize your YCharts account so you can hit the ground running. Our specialists guide you through adding integrations, uploading your colors and logo, customizing reports and disclosures, and more. Think of them as a new technician on your team!
Learn About YCharts’ Top-Notch Support
Customizations to meet your needs
Make YCharts your own by customizing your account and all client-facing collateral, including:
Company logo and brand colors on Charts and Scatter Plots
Portfolio reports and proposals with data of your choosing, plus your logo, colors & disclosures
Dashboards with your preferred market and economic data, shareable across your team
Alerts based on price movement, portfolio action items, company earnings, and more
Live support during market hours
Chat
Get in touch using the Chat icon in the bottom-right corner.
Case Study
Customer Service Worth Talking About
The Challenge
“Our previous service provider needed a lot of hand-holding and the process to answer any of my questions was always drawn out…The overall user experience was very clunky and not intuitive at all.” – George Wootten, AIF
The Solution
“The YCharts customer support team has not only educated me on new datasets and financial metrics I might’ve missed, but they’ve gone above and beyond to tailor my experience based on my firm’s use case.” – George Wootten, AIF
Portfolios
Comp Tables
See What YCharts Can Do for You.
Talk to one of our Experts.
Request a demo to have one of our product specialists walk you through the platform.
