Success Made with YCharts
Learn how financial advisors & asset managers partner with YCharts to develop insights, make smarter investment decisions, and improve communications to grow their AUM.
Finding Success with Streamlined Communications
Caleb Silver, Editor-in-Chief at Investopedia
Caleb Silver Harnesses YCharts for Next-Level Data and Visually Compelling Charts to Create Educational Content to Share with Millions of Readers.
Balasa Dinverno Foltz LLC (BDF)
YCharts Enterprise Enables BDF to Create a Collaborative Investment Research Process, and Improve Client Communication with Data Visualization.
Burton Enright Welch (BEW)
BEW Gains Efficiency in Investment Committee Meetings, Ideation and Creation of Model Portfolios.
Penn State Behrend, Black School of Business
Eric Robbins, CFA, CFP® of Penn State Behrend Leans on YCharts to Engage His
Students in Real-World, Hands-on Activities to Explore the World of Finance.
Amarillo National Bank
YCharts Helps ANB Streamline and Facilitate the Investment Screening Process.
John Hancock Investment Management
YCharts Provides John Hancock Investment Management with a Platform to Collaborate on Fund Comparison and Portfolio Analysis.
Vantage Point Management
Vantage Point Management Grows Assets Under Association 500% By Automating Investment & Model Analysis.
Procyon Partners
Procyon Partners Relies on YCharts’ Dynamic Tools and Deep Data to Provide Personalized Service to their Clients.
Krueger & Catalano
Krueger & Catalano Use YCharts to Simplify and Communicate their Investment Philosophy.
Finding Success with Optimized Research
Whelan Financial
Whelan Financial Leverages YCharts to Align Team Workflows and Enhance Investment Research.
Leshnak Wealth
Leshnak Wealth Uses YCharts to Optimize Research and Provide High-Quality Financial Planning.
Valley Wealth Group
Valley Wealth Group Finds Its All-in-One Solution for Fund Screening & Portfolio Analysis.
Castlebar Asset Management (now Beyond Wealth)
YCharts Enables Smarter Investing and Portfolio Analysis at Castlebar with Intuitive Stock and ETF Screeners.
North Star Investment Management
North Star Investment Management Optimizes Research Workflows with YCharts Screening Tools.
Agnew Capital Management
Agnew Capital Management Streamlines Portfolio Imports with Redtail Integration and Triples AUM Since Adding YCharts.
Nvest Financial Group, LLC
Nvest Harnesses YCharts’ Deep Data Sets and Excel Add-in to Experience Vast Time Savings and Cost Efficiency.
Integrated Financial Partners
Integrated Financial Partners Relies on YCharts to Grow Assets in Managed Portfolios and Align Advisors in the Field.
StrategIQ Financial Group, LLC
StrategIQ Financial Group Utilizes YCharts for Portfolio Construction and Analyses to Better Educate and Serve Clients.
Savant Wealth Management
Savant Wealth Finds Its All-in-One Solution For Better Investment Analysis & Client Communication with YCharts.
Asset Management Group, Ltd.
Asset Management Group, Ltd. Scales Its Portfolio Management Processes, Grows AUM by 15%.
Encompass Financial Advisors
Encompass Financial Advisors, Inc. Counts on YCharts to Perform Comprehensive Research and Analysis.
Sterling Partners Equity Advisors
Sterling Partners Equity Advisors Utilize YCharts to Perform Comprehensive Research and Analysis.
See What YCharts Can Do for You.
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