YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

Alignment and Efficiency: 3 Ways YCharts Helps Wholesalers Collaborate

In light of fee compression and increased competition, many asset managers have a renewed emphasis on improving productivity and efficiency among distribution teams. As investor demands evolve and advisors become increasingly hard to reach, wholesalers may feel like they’re constantly playing defense; however, an offensively-minded approach could lead to more AUM and profitability by focusing … Continued

4 Ways Wholesalers Use YCharts to Increase AUM

With intuitive, powerful tools and data coverage for more than 40,000 mutual funds and ETFs, YCharts enables internal and external wholesalers, plus product and portfolio teams, to develop strategies and expertly demonstrate their funds’ value to advisor partners. Firms such as John Hancock and Thornburg Investment Management have incorporated YCharts into their sales processes because … Continued