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 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 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
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.
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.
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.
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.
Origin Wealth Advisers
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.
Sungarden Investment Research
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 Performance Consultants
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.
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