A new relationship with YCharts will provide United Planners Financial Services & their affiliated advisors with strategic access to a suite of powerful investment analysis tools that simplify client engagements, optimize workflows, and enable smarter investment decisions
YCharts, an investment research, analytics, and client communications platform, announced a new partnership with United Planners Financial Services (“United Planners”).
“YCharts aims to continuously improve financial advisors’ success”
United Planners’ more than 450 affiliated financial advisors will have access to YCharts’ tools to research investment opportunities, build portfolio strategies, and communicate insights to their clients and prospects. Financial advisors will have access to YCharts’ full suite including comprehensive data for stocks, mutual funds, ETFs, separate accounts and economic indicators, advanced portfolio analytics for strategy optimization and communication with clients, and powerful visualization and sales enablement tools.
“We are excited about this new strategic partnership. YCharts empowers our financial advisors to better service their clients by enhancing their overall ability to articulate how their investment management satisfies a client’s goals and objectives,” said Billy Oliverio, Executive Vice-President & Chief Marketing Officer, United Planners.
“YCharts aims to continuously improve financial advisors’ success,” says Kevin Knull, President and CRO at YCharts. “Our partnership with United Planners offers their affiliated advisors a great opportunity to streamline their investment research and client communications workflows.”
United Planners and YCharts will be holding a webinar on Friday, April 16th at 2:00pm ET to discuss the new relationship and present more information about YCharts to its advisors.