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A extensive platform that blends investment research, portfolio analytics, model portfolios, and client engagement tools to help financial professionals make data-driven decisions, deliver tailored guidance, and scale AUM across their firms. Key features include custom proposals, portfolio construction and optimization, research and analysis with charts and screeners, centralized market data and approved research lists, dashboards, and automated workflows that extract data from client statements for rapid portfolio creation and reporting, serving advisors, large RIAs, wholesalers, and individuals and educators.
YCharts can be found in Stock Trading & Brokerage Platforms categories.
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