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YCharts

YCharts for Large RIAs, Broker-Dealers, IBDs & OSJs

Supercharge your advisory firm’s growth

Larger organizations need tools that help each advisor flourish, while also aligning them with firm-wide goals. With purpose-built features to collaborate across teams and offices, streamline report creation, and ensure adherence to compliance standards, YCharts equips all your advisors for growth.

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From the home office to advisors in the field

Position your proprietary models for AUM growth, increase advisor productivity with easy-to-use tools & automated workflows, and proactively address compliance needs across regions and offices. YCharts is the bridge connecting each advisor’s practice to the home office’s ecosystem.

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Case Study

Integrated Partners

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The Challenge
Working with over 100 financial advisors across 40 regional offices, Integrated Partners needed an all-in-one solution for promoting their managed model portfolios. “We needed an easy-to-use tool to effectively communicate and build awareness with our advisors,” said Dr. Rob Brown, PhD CFA
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The Solution

Dr. Brown and the Integrated team used YCharts to streamline communication with their partner advisors, and also provided compelling, customizable reports to aid in asset gathering.

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