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YCharts

Score9 out of 10

3 Reviews and Ratings

What is YCharts?

YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.

Categories & Use Cases

Top Performing Features

  • Industry-Specific Information

    The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry

    Category average: 7.4

  • Independent Research Access

    The ability to access third-party analyses, e.g., Morningstar reports

    Category average: 8.3

  • ESG Data

    The quality and completeness of data on Environmental, Social, and Governance practices

    Category average: 6.1

Areas for Improvement

  • Credit Ratings Reports

    The quality and completeness of information on corporate credit ratings

    Category average: 6.9

  • Macroeconomic News

    The quality and completeness of news and information about current macroeconomic events and trends

    Category average: 7.6

  • Search Tools

    The quality and effectiveness of tools to help locate specific and relevant information within the platform

    Category average: 8.3

Best software I use

Use Cases and Deployment Scope

I use YCharts to creat my model portfolios and decide the benefits and value of the investments. Their robust platform enables the best decision to be made. The reporting feature provides a comprehensive but easy to understand visual for my clients.

Pros

  • Reporting
  • Investment research
  • Review capabilities with clients

Cons

  • Sandbox approach to models
  • Branding
  • Alacart reports

Return on Investment

  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing

Other Software Used

Wealthbox CRM, Riskalyze, RightCapital