How Wholesalers Gain an Edge with YCharts SMA, Portfolio Data

YCharts provides access to key data for nearly 12,000+ Separately Managed Accounts (SMAs) and Models (UMAs) from dozens of asset managers that can be evaluated and compared with powerful research tools and customizable reports. Wholesalers can leverage YCharts to discuss SMAs and Models with their clients and prospects in the same ways the platform is … Continued

Use Client-Friendly Comp Table PDFs to Compare Funds & SMAs

YCharts users have a new way to share their investment insights with clients! Data views built in Comp Tables—a tool that creates clean, formatted data tables using securities, metrics, and custom scores of your choosing—are now exportable as client and printer-friendly PDFs. Best of all, you can now have your company logo and custom disclosures … Continued

New on YCharts: Separately Managed Accounts (SMA) Data

Separately managed accounts (SMAs) can offer investors more transparency, control and strategy customization than mutual funds or exchange traded funds (ETFs). Also called ‘individually managed accounts’ or simply ‘separate accounts’, SMAs are investment vehicles made up of individual holdings and overseen by an asset management firm. Unlike mutual funds or ETFs, separate accounts provide investors … Continued