YCharts

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
YCharts
Score 9.3 out of 10
N/A
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.N/A
Pricing
YCharts
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
YCharts
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup FeeOptional
Additional Details—
More Pricing Information
Features
YCharts
Financial Research
Comparison of Financial Research features of Product A and Product B
YCharts
10.0
1 Ratings
21% above category average
Industry-Specific Information10.01 Ratings
Independent Research Access10.01 Ratings
ESG Data10.01 Ratings
Credit Ratings Reports10.01 Ratings
Macroeconomic News10.01 Ratings
Search Tools10.01 Ratings
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YCharts
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User Ratings
YCharts
Likelihood to Recommend
10.0
(1 ratings)
User Testimonials
YCharts
Likelihood to Recommend
YCharts
I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making.
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Pros
YCharts
  • Reporting
  • Investment research
  • Review capabilities with clients
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Cons
YCharts
  • Sandbox approach to models
  • Branding
  • Alacart reports
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Return on Investment
YCharts
  • Shows the high caliber of research by my firm
  • User interface is great
  • Research is amazing
Read full review
ScreenShots