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YCharts

YCharts + Broadridge Wealth Aggregation

Enhanced Client Portfolio Analysis & Optimization

Streamline portfolio management and analysis by seamlessly importing client holdings, including values and cost basis, to save advisors time and allow them to focus on asset gathering. Leverage YCharts’ comprehensive analytics tools, such as the , and Portfolio Optimizer, Scenarios, and Transition Analysis, to fine-tune investment strategies and meet clients’ goals and objectives.

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