Integration Partners
Part of a powerfully-integrated financial advisor tech stack.
Addepar
Quickly and seamlessly access client data from Addepar within YCharts to prepare meeting materials, create reports & visuals, and dig deeper on exposures, allocations & holdings.
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Aviso
Seamlessly import client holdings from Aviso into YCharts to align portfolios with investor risk preferences. Generate personalized, visual proposals that build trust, demonstrate value, and support transparent investment decisions.
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Broadridge Wealth Aggregation
Seamlessly import client holdings, optimize portfolios, and enable advisors to gather assets faster.
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Black Diamond
Integrate Black Diamond and YCharts to analyze asset allocations and security-level holdings, create custom reports, and streamline sharing of client communication and prospecting materials.
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iRebal
Streamline portfolio workflows through the iRebal integration, importing holdings, exporting optimized portfolios, and fine-tuning strategies with YCharts’ analytics tools.
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LPL ClientWorks
Save time and strengthen client relationships by syncing portfolios from ClientWorks directly into YCharts. Build risk-aligned, visual proposals and share LPL-approved reports—all in one streamlined workflow.
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Northwestern Mutual
Import client holdings directly into YCharts with the Northwestern Mutual integration. Save time, streamline research, and access NM-approved reports.
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Orion
Easily import client accounts and model portfolios from Orion to YCharts. Create compelling portfolio comparison reports, test hypothetical replacements, and identify drivers of performance & risk.
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Pershing
Easily import portfolio holdings and weights from Pershing to YCharts to analyze model and client portfolios’ performance, risk, asset allocations, security-level holdings, and more.
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Redtail
Generate proposals and portfolio comparison reports, analyze performance & risk, and save time by importing Redtail data for client accounts and model portfolios into YCharts.
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Schwab Advisor Center®
Import and analyze client portfolio data, and quickly jump to Schwab Advisor Center® from within your YCharts account. Test replacements, create custom reports, and share visuals with clients & colleagues.
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VRGL
Extract a prospect or client’s financial statements seamlessly from VRGL, and elevate your portfolio analysis by harnessing the full spectrum of tools available on YCharts.
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Advisors: Which integrations would enhance your workflow?
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