April 26, 2022
Q1 2022 Fund Flows: March Buyers Bring April Sellers?
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YCharts was built to help you make smarter investments & visually communicate your insights.
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities.
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Our screening and comparison tools help you analyze security data, develop new investment ideas, and build better portfolios through data-driven decision making.
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Visualization tools for securities, portfolios, and the broader economy create more effective touchpoints when you meet with prospects and clients, create marketing materials, or share your insights with peers and beyond.
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Market movement alerts, customizable email updates, and our interactive dashboard combine to keep you informed and never miss an opportunity to make smarter investments.
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With more than $750B of assets under management, our clients — advisors, asset managers and more — rely on the power of YCharts to make smarter investment decisions and build stronger relationships.
“I’m familiar with the wealth-tech landscape and there hasn’t been a great solution for model management and creating presentations and client materials. We love the direction of YCharts’ Model Portfolios functionality. The tool has really helped with our team collaboration.”
Phil Huber
Chief Investment Officer at Savant Wealth Management
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“I really see YCharts as a tool that can sync up many different parts of our organization. From our distribution team to our capital markets team, I see it making a big impact on our collaboration as a whole.”
Matt Blandford
SVP - Divisional Sales Manager at John Hancock Investment Management
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Matt Kocanda
Group Leader at Balasa Dinverno Foltz LLC
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“Previously, everything in our operations was ad hoc in Excel, and it was a really slow-moving process. Now, constructing new portfolios for clients is easy, efficient, and much more manageable.”
Jeff Kilburg
Founder, CEO at KKM Financial
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