YCharts

YCharts makes web-based investment research, portfolio analytics and client proposal software for financial advisors, large RIAs, broker-dealers and advisor networks, bank and trust companies, and asset managers and their wholesalers. It also sells to individual investors and educators. The company says it has more than 10,000 users.

The research side covers more than 4,000 metrics on about 100,000 securities, including stocks, ETFs, mutual funds and closed-end funds, along with news, SEC filings and more than 500,000 economic data series, with screening, charting and comparison tables. Advisors build and test model and client portfolios, run hypothetical replacements, and produce branded proposals and reports. A Risk & Proposal Manager adds risk tolerance questionnaires, risk profiles and a book-of-business dashboard. Monitoring tools send alerts on holdings, filings and price moves and write daily market commentary. Y, an AI agent, compares funds, screens securities and can run scheduled tasks.

The integrations page lists Addepar, Aviso, Broadridge Wealth Aggregation, Black Diamond, LPL ClientWorks, Northwestern Mutual, Orion, Pershing, Redtail, Schwab Advisor Center and VRGL, with file uploads from Advyzon. Plans run from Analyst and Presenter tiers to Professional and Enterprise; pricing is quoted on request. YCharts launched in 2009 in Chicago and New York and is based in Chicago.