Integration Partners

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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Seamlessly import client holdings, optimize portfolios, and enable advisors to gather assets faster.

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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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Streamline portfolio workflows through the iRebal integration, importing holdings, exporting optimized portfolios, and fine-tuning strategies with YCharts’ analytics tools.

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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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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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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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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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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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