YCharts is an investment research and proposal generation platform that enables smarter investments and better client communications.
Built for advisors, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, ETF, and SMA research, as well as portfolio construction, report and proposal generation, investment strategy ideation, and market monitoring.
Visit ycharts.com to start a free trial and to see why YCharts is recognized as the "Investment Research" market leader, surpassing industry competitors in customer satisfaction and perceived value according to the 2023 Kitces Report, and among the fastest growing companies in the U.S. by Inc.
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- Kara Hughes