Tag : YCharts

YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors
Finance Fintech Investments News

YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors

Business Wire
by Business Wire0
YCharts, a leading investment research and client engagement platform trusted by financial advisors and investment professionals across North America, is excited to announce a new partnership with Designed Securities, Canada’s premier financial services pro This strategic collaboration is set to transform the advisor experience by streamlining workflows and enhancing client......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
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......
YCharts and Orion Release Integration Enhancement
Investment Services News

YCharts and Orion Release Integration Enhancement

Business Wire
by Business Wire0
This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications YCharts, an investment research, analytics and client communication software platform, and Orion Advisor Tech, the premier provider of transformative wealthtech solutions, announced the release of......
YCharts Launches New Partnership with United Planners Financial Services
Finance Fintech News

YCharts Launches New Partnership with United Planners Financial Services

Fintech News Desk
by Fintech News Desk0
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......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth

Fintech News Desk
by Fintech News Desk0
YCharts announces the addition of industry veteran Kevin Knull as President and Chief Revenue Officer YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers today announced that Kevin Knull will be joining their executive leadership team as President and Chief Revenue Officer (CRO). Read More:......
Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
Business Fintech Investment Services News

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
by Fintech News Desk0
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. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
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