Investing > Best Wealth Management Software
YCharts is a modern investment research platform that enables smarter investment decisions and better client communications. We serve a client base of more than 4,000 professional advisors, RIAs, financial planners, and asset managers that oversee more than $750 billion in assets.
The platform’s comprehensive data, powerful visualization tools, and advanced analytics have enabled YCharts to become the market’s go-to financial research platform, serving as a one-stop shop for equity, mutual fund, and ETF data and analysis. Industry professionals use YCharts for security research, portfolio construction, idea generation, and market monitoring.
Through enhanced client communications and simplification of often complex financial topics through visuals, YCharts helps professional investors and advisors easily demonstrate their value to clients and prospects while saving users up to 4 hours per week and increasing investment returns by more than 1%.
We believe that it shouldn’t require a PhD to make smarter, data-driven investment decisions. Through our toolset and expansive data, we empower investors of all kinds to meet and exceed their goals. By pairing each client with a dedicated support representative, our best-of-breed customer service enables us to stand apart from competitors with no call queues or unanswered emails.
As we continue to innovate in a space in need of modernization, we've continued to win market share from industry stalwarts. YCharts was recently named the “Top Tool Advisors Are Considering Adding” in a survey of wealth advisors, for the second year in a row. We proudly serve industry-leading names such as Dynasty Financial Partners, John Hancock Investments and The Wall Street Journal, and partnered with the top firms in wealth management, including TD Ameritrade, Fidelity, and Charles Schwab.