YCharts, a cloud-based investment research and client communications platform, once again solidified its standing as an industry leader, securing the title of "Software All-Star" in two prominent categories in the 2024 T3/Inside Information Software Survey. YCharts also emerged as the top software advisors are considering adding to their tool stack in the same categories: “Investment Data & Analytics” and “Economic Analysis & Stress Testing Tools”.
Survey results were announced at the 2024 Technology Tools for Today Conference, where YCharts proudly attended the conference’s 20th anniversary, continuing its history of participation of nearly a decade, and captivating advisors and industry professionals with its innovative solutions and forward-thinking approach.
“The T3 Conference serves as a powerful outlet for us to gain even deeper insights into the evolving advisor tech landscape,” said Sean Brown, CEO at YCharts. “Securing these remarkable survey rankings further validates our commitment to delivering a true end-to-end solution that helps our users thrive. Whether through time-saving offerings like our Proposals functionality or our commitment to forging strategic partnerships, we strive to enhance advisor workflows and maximize their potential for delivering exceptional client experiences,” Sean added.
Authors of the survey report and long-time industry influencers, Joel Bruckenstein and Bob Veres, highlighted, “YCharts is a graphical interface to all the market data any firm would require, the advisory profession’s (much less expensive) answer to the Bloomberg Terminal.”
Expanding its footprint by debuting in two new categories for “SRI/ESG Portfolio Analysis Services” and “Portfolio Design Solutions”, YCharts further demonstrated its dedication to providing new advancements that address changing industry trends and client preferences. With a 4% increase in market share over the past two years and consistently high user ratings, YCharts has maintained its position as the top tool respondents are looking to add for investment data and analytics for four consecutive years.
About YCharts
YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, ETF, and SMA research, as well as proposal and report generation, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.
Visit YCharts on social media
LinkedIn
Twitter
YouTube
Instagram
View source version on businesswire.com: https://www.businesswire.com/news/home/20240220065477/en/
Contacts
Media contact for YCharts
Tania Hollander
(866) 965-7552
tania@ycharts.com
