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Product - April 6, 2017

YCharts Earns “Top 2” Rankings in Software Survey by T3, Advisor Perspectives and Inside Information

Financial Planners and Wealth Advisors Rank YCharts as Silver Medalist in Investment Analytics Tools

With YCharts having just turned seven years old at the outset of 2017, the recently released survey results from three well-known fintech/wealth advisor resources served as an exciting belated anniversary gift.

The “2017 Software Survey” was conducted by T3, Advisor Perspectives and Inside Information, and consisted of data from more than 1,000 financial planners and wealth advisors. Participants were asked to share what tools and solutions they’re currently using, and to rate them on a scale of 1–10. YCharts was the only company to rank in the top two in the three major categories (market share, average user ranking and “respondents are thinking about adding”) out of the 25+ technology vendors ranked in the Investment Analytics Tools section.

While we are pleased with the results of the survey, the team at YCharts is more enthusiastic about what this recognition represents. Financial planners and wealth advisors clearly recognize that we are an industry leader in the investment analytics space. At the ripe old age of seven, we’re now grown up, and our charting, screening, visualization, data and analytics platform is a competitively-priced, powerful alternative to our costly competitors that operate from a dated, difficult to use technology stack. From T3, Advisor Perspectives and Inside Information’s commentary on the survey results: “A less expensive, surprisingly powerful competitor to FactSet is YCharts.”

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With the help of Morningstar, our lead investor, and Sean Brown, our new CEO — who has a track record of guiding significant growth of public companies (CSG, CSC/Index), private equity-backed firms and startups (7Ticks/Interactive Data, Telution) — we’re making a major push toward becoming one of the fastest-growing fintech companies in the market. Though we’ve matured to a company with more than 2,500 customers, we are hungry to keep proving ourselves.

So, now that we are established as a significant market participant, what should you expect from YCharts? You will continue to see powerful new functionality being built into our tool. In 2016, we added several advanced features, including additional charting and screening capabilities, news updates, custom benchmarks/portfolios, improved alerts and expanded data.

This year, we plan to continue to build cutting-edge technology that benefits wealth managers, RIAs, institutional investors and other pros in need of a financial analytics platform. In the “2018 Software Survey,” we aim to receive even better rankings and show continued growth in market share.

If you would like more details on our platform or technology direction for 2017, please sign up for a free trial.

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