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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!


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


Get in touch using the Chat icon in the bottom-right corner.


Call us at (866) 965-7552 or reach your account manager.


Email us at or send a message.

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

Read more →

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

Model Portfolios

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Comp Tables

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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.