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Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies.

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INCREASE ASSETS UNDER MANAGEMENT:

Win more new business and position your investment strategies to stand out with customizable sales and communication tools.

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COMMUNICATE YOUR INSIGHTS & STRATEGY:

Turn questions into actionable insights with data visuals that demonstrate your expertise, attract prospects and educate clients and partners.

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MONITOR MARKETS & ECONOMIC TRENDS:

Stay ahead of market movements with a personalized market dashboard, intra-day pricing and over a quarter million economic indicators.

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We'll let our tools speak for themselves:

BDF saves time and resources with YCharts

With $4 billion in assets, Balasa Dinverno Foltz, LLC leverages YCharts to streamline their research process, collaborate on investment strategies, and communicate with clients and prospects.

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