Item: YCharts
Rating: 10
Author: Brian Russell

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 and Cons

Reporting
Investment research
Review capabilities with clients

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

Key Insights

Do you think YCharts delivers good value for the price?

Yes

Are you happy with YCharts's feature set?

Yes

Did YCharts live up to sales and marketing promises?

Yes

Did implementation of YCharts go as expected?

Yes

Would you buy YCharts again?

Yes

Other Software Used

Wealthbox CRM, Riskalyze, RightCapital

Likelihood to Recommend

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.

Best software I use

Software Version

Overall Satisfaction with YCharts