Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms.
Dynasty, which recently celebrated its 10-year anniversary and now counts more than $50B in client assets on its Core Services platform, is committed to serving both advisors who outsource their investment management, via their OCIO capabilities and access to separately managed accounts and unified managed accounts, as well as those who choose to take on the additional role of portfolio manager (“Advisor as PM”, or “APM”). These services are delivered through Dynasty’s TAMP (Turnkey Asset Management Program), which has grown significantly over the past several years and recently crossed the $25B mark. Along with direct access to YCharts, the platform includes rebalancing technology, operational support and other research tools, allowing advisors to manage portfolios efficiently and in a scaled manner.
Through its continued relationship with YCharts, Dynasty’s 47 network advisory firms have access to the industry-leading solution, YCharts Professional, which enables advisors to make more informed investment decisions, improve operational efficiency and create more compelling visual representations of their insights. This partnership ensures that YCharts’ powerful investment research tools remain an important piece of Dynasty’s infrastructure for the long term.
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According to Ed Swenson, Chief Operating Officer and Co-Founder of Dynasty Financial Partners, “The independent space has always been about ‘best of breed technology.’ Providing our advisor network with leading-edge tools and research continues to be an area of focus in our quest to empower wealth management teams to expand their business. Extending our great partnership with YCharts ensures our advisors have access to the easy-to-use software, robust data and incredible human support they need to productively serve their client base.”
“We are thrilled to continue our partnership with Dynasty. We have had a wonderfully symbiotic relationship that made this renewal a no-brainer. Our firms have a shared vision of doing everything we can to enable the success of advisors. We look forward to many more years of working with Shirl, Ed, and the Dynasty team to enable advisors to have the investment analytics and communications tools they need to achieve their objectives,” said Sean Brown, President and CEO at YCharts.
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