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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.


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