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Product - January 29, 2018

YCharts Enables TD Advisors to Make Smarter Investment Decisions

As the premier cloud-based investment decision making platform, YCharts offers TD Ameritrade Advisors comprehensive data with powerful tools and outstanding customer support to enable them to develop and visually communicate unique insights, make smarter investment decisions, and save significant time. After years of client conversations, product development enhancements and understanding how YCharts fits into the overall TD Advisor tool box, YCharts has found a niche as their “Swiss Army Knife” for investment decision making — untethered, multi-purpose, easy-to-use, powerful, visually appealing and a great value.

With a strong partnership approaching its 5th anniversary, YCharts is committed to addressing the most pressing needs TD Advisors face:

Saving time so advisors can reconfigure their strategies: “Get your day back” is a mantra the YCharts team lives and breathes. The user-friendly tools allow TD Advisors to monitor all clients’ accounts in one place, aggregate the top metrics that are important for them to fulfill their fiduciary role and actively monitor the securities that fit their investing profiles to quickly respond to market moves.

Improving presentations and simplifying workflows: With alternatives such as robo-advisors that are marketed with low fees and automated strategies posing threats, it’s critical TD Advisors are able to leverage best of breed technologies that allow for premium and differentiated service. YCharts enables TD Advisors to create appealing visuals that can be used on marketing materials and proposals. Additionally, YCharts’ Excel Add-in allows clients to create their own custom reports using dynamic data from the tool displaying everything from asset allocation to historical returns and risk, specific to each client.

Nowhere else can advisors leverage such a deep set of tools to track, compare, visualize, and analyze client portfolios. TD Advisors can anticipate even more integration, functionality and time-savings in the upcoming year.

YCharts’ goals are simple — to connect with forward thinking advisors and share a product that offers a better solution to their needs as well as continuously implement new data and functionality to enable our current clients to make smarter investment decisions.

To learn more about YCharts, sign up for a free trial.

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