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“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 …
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to …
Koyfin is a data visualization and analytics application for financial and investing professionals. Their goal is to provide powerful and straightforward analytics to every investor.
Intrinio is a financial data company on a mission to power fintech innovation by providing high-quality data to developers and engineers from fintech companies, large institutions, hedge funds, and startups. …
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