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

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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.


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 broker dealer compliance needs across regions and offices. YCharts is the bridge connecting each advisor’s practice to the home office’s ecosystem.


Case Study

Integrated Partners


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.

Top Tools:

Model Portfolios

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Custom Reports

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See What YCharts Can Do for You.

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