Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform.

“Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.”

Through its continued relationship with YCharts, Dynasty’s 50+ network advisory firms will have access to the industry-leading solution. This enables advisors to make more informed investment decisions, improve operational efficiency, and create more compelling visual representations of their insights that help them better communicate to prospects and clients. This partnership ensures that YCharts remains an important piece of Dynasty’s Advisor Desktop infrastructure for the long term.

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“Independent advisors place a premium on world-class technology, and we are thrilled to renew our decade-long partnership with YCharts,” said Shirl Penney, CEO and Founder of Dynasty Financial Partners. “Enabling our advisor network with YCharts provides them with an innovative, intuitive, and powerful tool in our tech stack and we appreciate that YCharts has expanded its capabilities beyond research and investment tools, offering our advisor clients the ability to analyze portfolios, communicate effectively, and generate personalized meeting collateral for all types of conversations,” Mr. Penney added. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.”

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“We are proud to continue our collaboration with Dynasty, the industry leader in providing integrated platform solutions for RIAs, for many years to come,” said Sean Brown, President, and CEO at YCharts, “This renewal is a testament to our shared commitment to empowering advisors with industry-leading technology solutions. We look forward to furthering our partnership with Shirl and the entire Dynasty team as we continue to provide innovative tools and resources to them as they progress with their very impressive growth story.”

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