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Product - June 22, 2022

NEW! Schwab Integration, Others Streamline Portfolio Workflows

When the data behind your client accounts and model portfolios is hard to get, repeated tasks like report generation, meeting prep, and portfolio maintenance can quickly bog down your day. 

In collaboration with our industry-leading partners, YCharts’ portfolio holdings integrations enable you to quickly import data from a custodian or CRM platform to automate portfolio workflows, create proposals, and run reports using accurate client data. Plus, client and model portfolio data can be leveraged throughout YCharts for visual creation, security research, side-by-side strategy comparisons, and more.

When the tools behind your portfolio workflows are working together seamlessly, new efficiencies are unlocked and data headaches are prevented at their source.

 

Schwab Advisor Center® Portfolio Holdings Integration & SSO

Advisors who custody at Charles Schwab and use Schwab Advisor Center® can leverage the portfolio holdings integration to search by Contact or Account, then import portfolio holdings and allocation data into YCharts.

Further, the Single-Sign-On (SSO) integration enables quick and seamless access to Schwab Advisor Center® from within YCharts. The connection between platforms enables time savings via more efficient security research workflows.

 

Orion Portfolio Holdings Integration

Orion users can import Client, Account, Model, or Model Aggregate data into YCharts to power their report and proposal generation, as well as further portfolio research.

 

Black Diamond Portfolio Holdings Integration

Advisors using SS&C Black Diamond in conjunction with YCharts can select from Portfolios and Accounts when importing holdings data.

 

Redtail Portfolio Holdings Integration & Single-Sign-On

If using Redtail as your customer relationship management (CRM) software, the integration enables you to search by Contact then import their portfolio data into YCharts.

Additionally, the YCharts <> Redtail Single-Sign-On (SSO) integration enables quick and seamless access to YCharts from within Redtail. The connection between platforms enables time savings via more efficient report generation workflows and a quicker, shorter bridge between client and portfolio data.

 

Connect with YCharts

To learn more, call us at (773) 231-5986, or email hello@ycharts.com.

Want to add YCharts to your technology stack? Sign up for a 7-Day Free Trial to see YCharts for yourself.

Disclaimer

©2022 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to: ycharts.com/about/disclosure.

 

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