TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    YCharts

    Score9.8 out of 10
    N/AYCharts 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 YCharts
    Feature
    YCharts
    10.0
    1 Ratings
    31% 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
    Best Alternatives
    YCharts
    Small Businesses
    No answers on this topic
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    All AlternativesView all alternatives
    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.
    Incentivized
    Read full review
    Pros
    YCharts
    • Reporting
    • Investment research
    • Review capabilities with clients
    Incentivized
    Read full review
    Cons
    YCharts
    • Sandbox approach to models
    • Branding
    • Alacart reports
    Incentivized
    Read full review
    Return on Investment
    YCharts
    • Shows the high caliber of research by my firm
    • User interface is great
    • Research is amazing
    Incentivized
    Read full review
    ScreenShots