YCharts Testimonials

“There is no doubt that YCharts is helping with client conversations. Our business consultants use it in the bulk of their meetings when discussing a specific fund opportunity.”

“A big part of a territory’s success is the internal/external partnership. YCharts helps those teams stay on the same page. The internals stress test the model portfolios that advisors are using and make recommendations for adjustments. When we take all that portfolio analysis that’s done internally and put it into the wholesaler’s fingertips, they’re more prepared for meetings and feel more informed.”