YCharts Adds SMA Data to Enable Wholesalers

Separately Managed Accounts have been added to the YCharts platform, providing wholesalers with a centralized, researchable database of nearly 10,000 SMAs. Combining SMA data with YCharts’ existing research and communication tools, wholesalers can now leverage YCharts to discuss SMAs with their clients and prospects, in the same way they do for Mutual Funds, ETFs, Closed … Continued

Need Help Appealing to Millennials? Try YCharts

By James McGuinness, Director of Sales at YCharts. Why YCharts? I get asked this question every day. Why should I explore YCharts as a research tool? What sets your solution apart? How is YCharts going to help me solve my business problems? Before I provide an answer, I’d like to introduce myself. My name is James … Continued