Skip to content
YCharts

Integration Partners

Part of a powerfully-integrated financial advisor tech stack.

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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.

Learn More →

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

Learn More →

Advisors: Which integrations would enhance your workflow?

YCharts

See what YCharts can do for you.

Talk to one of our experts.

Reach out for a personalized demo with a YCharts product specialist.