YCharts has integrated with Broadridge’s Wealth Aggregation platform to create a fully integrated solution for data connectivity and consistency across teams.
The cloud-based investment research and client communications platform aims to elevate advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities.
Advisors can leverage YCharts’ visually engaging communication aids
YCharts is an investment research platform built for wealth management professionals, offering comprehensive data, visualization tools, and analytics for equity, mutual fund, ETF, and SMA research, as well as proposal and report generation, portfolio construction, idea generation, and market monitoring.
The integration improves access and importation of client account data so that advisors can increase focus on building deeper client relationships with visually engaging communication aids. The integration will provide YCharts users with key features, including:
- Seamless uploading of financial statements and portfolio positions within Broadridge’s Wealth Aggregation platform for direct import into YCharts, reducing manual entry, and ensuring precise portfolio management.
- Visually appealing portfolio and comparison reports that simplify complex data, aiding in asset gathering and client retention.
- Comprehensive analysis of client portfolios across performance metrics and asset allocations, ensuring consistent communication on investment recommendations.
Caleb Eplett, Chief Product Officer at YCharts, said: “This integration with Broadridge offers substantial benefits to our user base with features for reducing advisor inefficiencies and fostering best-in-class client experiences. By merging YCharts’ industry-leading visual and proposal generation tools with Broadridge’s extensive client data aggregation, advisors can optimize their portfolio management, simplify complex processes, and drive growth for increased client satisfaction.”
Paul Camuto, VP of Wealth Aggregation & Insights at Broadridge Financial Solutions, said: “Collaborating with YCharts provides advisors with premium technology that sets a new industry standard for exceptional, personalized client experiences and optimized portfolio management tools. Through this collaboration, we are positioned to empower advisors to achieve greater efficiency and drive better outcomes for their clients—all within a single, integrated platform.”
