YCharts
Research, charting and proposal software for advisors and asset managers.
ycharts.comYCharts offers securities and economic data, charting, portfolio monitoring, proposal tools and risk assessment. The company says its platform holds more than 4,000 metrics and covers about 100,000 securities, and it lists links to Orion, Redtail, Salesforce and eMoney.
The Chicago company sold a stake held by Morningstar to LLR Partners in a 2020 recapitalization.
What it does
- Securities research and charting
- Proposal generation
- Risk assessment
- Portfolio monitoring
- Market alerts
Works with
Integrations
As listed by YCharts.
Coverage
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