Success Made with YCharts

Alan Cohen, Founding Partner at Spectrum Wealth Partners, fueled his firm’s growth by anchoring his prospecting in YCharts Proposals, doubling revenue and growing from 75 to 140 households in just two years while outclosing competitors and boosting firm valuation.

Dani Fava, CSO of Carson Group, unified advisors through YCharts’ portfolio analysis, proposal, and communication tools, boosting client engagement and driving growth across 150+ offices serving 50,700 families.

Ryan Miller, RICP, relies on YCharts to streamline portfolio research and analysis, so he can spend more time understanding his clients’ needs and provide high-quality financial planning.

Caleb Silver Harnesses YCharts for Next-Level Data and Visually Compelling Charts to Create Educational Content to Share with Millions of Readers.

YCharts Enterprise Enables BDF to Create a Collaborative Investment Research Process, and Improve Client Communication with Data Visualization.

BEW Gains Efficiency in Investment Committee Meetings, Ideation and Creation of Model Portfolios.

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.

YCharts Helps ANB Streamline and Facilitate the Investment Screening Process.

YCharts Provides John Hancock Investment Management with a Platform to Collaborate on Fund Comparison and Portfolio Analysis.

Vantage Point Management Grows Assets Under Association 500% By Automating Investment & Model Analysis.

Procyon Partners Relies on YCharts’ Dynamic Tools and Deep Data to Provide Personalized Service to their Clients.

Krueger & Catalano Use YCharts to Simplify and Communicate their Investment Philosophy.

Whelan Financial Leverages YCharts to Align Team Workflows and Enhance Investment Research.

Leshnak Wealth Uses YCharts to Optimize Research and Provide High-Quality Financial Planning.

Valley Wealth Group Finds Its All-in-One Solution for Fund Screening & Portfolio Analysis.

YCharts Enables Smarter Investing and Portfolio Analysis at Castlebar with Intuitive Stock and ETF Screeners.

North Star Investment Management Optimizes Research Workflows with YCharts Screening Tools.

Agnew Capital Management Streamlines Portfolio Imports with Redtail Integration and Triples AUM Since Adding YCharts.

Nvest Harnesses YCharts’ Deep Data Sets and Excel Add-in to Experience Vast Time Savings and Cost Efficiency.

Integrated Financial Partners Relies on YCharts to Grow Assets in Managed Portfolios and Align Advisors in the Field.

StrategIQ Financial Group Utilizes YCharts for Portfolio Construction and Analyses to Better Educate and Serve Clients.

Savant Wealth Finds Its All-in-One Solution For Better Investment Analysis & Client Communication with YCharts.

Leveraging YCharts to research investments continues to provide value for Jeff in his analysis for CNBC and has enabled his team at KKM to deliver smarter investment opportunities for clients.

Asset Management Group, Ltd. Scales Its Portfolio Management Processes, Grows AUM by 15%.

Encompass Financial Advisors, Inc. Counts on YCharts to Perform Comprehensive Research and Analysis.

Sterling Partners Equity Advisors Utilize YCharts to Perform Comprehensive Research and Analysis.

Leveraging YCharts’ Excel Add-in, customizable features, and historical data, Coughlin Associates is more productive now than when the firm employed a team of 6 full-time analysts.

Morgen Beck, CFA, CFP ®, founder of Origin Wealth Advisers, leverages YCharts to visually narrate her portfolio strategies and performs securities research to provide for her clients a more personalized experience.

For Sungarden Investment Research, YCharts is crucial in not only powering its investment research but also enabling it to share its thinking in a way that is easy for people to understand.

Synchronicity uses YCharts to power its research by screening for securities and portfolio development to provide exceptional service for its clients.

Zel Abdu is an individual investor who uses YCharts to perform in-depth, efficient research and analysis for stocks and provides him a platform to build on his investment and financial knowledge.