New Product Announcement: Email Reports

We’re excited to announce our newest product addition — Email Reports. YCharts Email Reports are fully customizable and give you the ability to construct tailored market updates sent straight to your inbox at intervals of your choosing. There are innumerable options available for market update emails — each varying in quality of format, content, and … Continued

How YCharts Enables Our Customers to Succeed

YCharts is shining the spotlight on one of our Customer Success Managers, John Feller. John has been an integral part of YCharts support for over three years, spending his days enabling our customers to make smarter investment decisions. From answering support tickets and website chats a few years ago to effectively managing an entire region … Continued

YCharts Enables TD Advisors to Make Smarter Investment Decisions

As the premier cloud-based investment decision making platform, YCharts offers TD Ameritrade Advisors comprehensive data with powerful tools and outstanding customer support to enable them to develop and visually communicate unique insights, make smarter investment decisions, and save significant time. After years of client conversations, product development enhancements and understanding how YCharts fits into the … Continued

Need Help Appealing to Millennials? Try YCharts

By James McGuinness, Director of Sales at YCharts. Why YCharts? I get asked this question every day. Why should I explore YCharts as a research tool? What sets your solution apart? How is YCharts going to help me solve my business problems? Before I provide an answer, I’d like to introduce myself. My name is James … Continued

The YCharts Excel Add-In is Here to Help You Paint a Picture, Any Way That You Would Like

By Rushi Shah, Customer Success Associate at YCharts. One of my most influential college professors used to describe investing as an art. He would explain how even though a lot of it boils down to client returns and beating benchmarks, there’s an infinite number of ways to get there. In a time where it seems like one … Continued