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YCharts is revolutionizing the way advisor and distribution teams navigate the complexities of client communication and investment research. YCharts empowers wealth managers to grow AUM by crafting compelling reports and proposals, presenting portfolio strengths, and facilitating tailored client conversations.

With intuitive tools for model strategy creation, analysis, and comparison, YCharts enhances team productivity while enabling smarter investment decisions. Scale faster and more effectively by proactively addressing compliance needs, standardizing best practices, and fostering seamless collaboration across teams and offices.

Position your firm for growth with YCharts - start a free trial at YCharts.com or contact hello@ycharts.com or (866) 965-7552 for more information on product and pricing.
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Комментарии
@jf13579
@jf13579 10 дней назад
Excel plugin is really useful, I love it. Wish it worked on my Mac though.
@RhonaKalua-p9r
@RhonaKalua-p9r 11 дней назад
Lindsay Crossroad
@FastKim-r8h
@FastKim-r8h 14 дней назад
725 Vandervort Cape
@JenningsLucien
@JenningsLucien 15 дней назад
480 Yvette Lake
@FreemanDenise-h8f
@FreemanDenise-h8f 22 дня назад
477 Hoeger Center
@SharpAlvin-z5o
@SharpAlvin-z5o 24 дня назад
6769 Jaeden Square
@JonesNigel
@JonesNigel 27 дней назад
29981 Gutmann Common
@TurnerBlake-q3x
@TurnerBlake-q3x 28 дней назад
660 Zboncak Station
@MaryLytle-f9n
@MaryLytle-f9n 28 дней назад
81943 Hoeger Courts
@SophyRudolf
@SophyRudolf 28 дней назад
7221 Adriel Court
@DickDennis
@DickDennis Месяц назад
592 Kovacek Island
@JesusRodriguezq
@JesusRodriguezq Месяц назад
💛💙❤
@DonnaLangston-j6g
@DonnaLangston-j6g Месяц назад
7443 Janie Hollow
@ButlerBennett
@ButlerBennett Месяц назад
09952 Dallin Turnpike
@EstherEileen
@EstherEileen Месяц назад
2546 Herzog Corners
@GenevaCastelhano-k3f
@GenevaCastelhano-k3f Месяц назад
Klein Parks
@LambBertha
@LambBertha Месяц назад
2177 Citlalli Fields
@NicolMadge
@NicolMadge Месяц назад
1376 Manuel Lodge
@PeggyColbert
@PeggyColbert Месяц назад
8754 Darrel Creek
@AltonJones-j9p
@AltonJones-j9p Месяц назад
109 Dach Brooks
@JonahArlen
@JonahArlen Месяц назад
70418 Walsh Square
@CarnegieDave
@CarnegieDave Месяц назад
33001 Jeanne Station
@CharlaLasin-u1j
@CharlaLasin-u1j Месяц назад
Dulce Plaza
@ColeridgeAngelo
@ColeridgeAngelo Месяц назад
9824 Lois Gardens
@cyberpunkalphamale
@cyberpunkalphamale Месяц назад
The holdings overlap feature is great
@samuelmenasha6930
@samuelmenasha6930 2 месяца назад
When will Addepar do an IPO?
@garigeronimo5955
@garigeronimo5955 3 месяца назад
Welcome Ark investment.
@chrisrhodan3663
@chrisrhodan3663 3 месяца назад
Is it possible to add Shorting an Asset within the Portfolio?
@onothankyou
@onothankyou 5 месяцев назад
This is very good info. Extremely important to recognize that many decisions by many actors, including the President, have long- or short-lag times in showing up in results, especially market performance. Hard to distinguish a lot from noise. Still, very good notes!
@GraceBaskin
@GraceBaskin 6 месяцев назад
Thanks for this update!
@NateBagley
@NateBagley 6 месяцев назад
Here's the survey they reference in the video: go.ycharts.com/hubfs/YCharts_Advisor_Client_Communication_Survey_2024.pdf
@books4739
@books4739 8 месяцев назад
I would like to use this fund screener. how much does it cost?
@george6977
@george6977 9 месяцев назад
👍
@mickwong6325
@mickwong6325 9 месяцев назад
how do you use the insert buttons though on excel? for example if insert holdings its asking for inserting ticker and stuff but still getting error. i think an in depth analysis on how to input the information into these insert tabs on the ribbon is good to create a video on. also how to use the formulas
@jackb616
@jackb616 9 месяцев назад
Great talk. Thanks for this!
@Paolo040
@Paolo040 9 месяцев назад
Can we also do sector analysis by putting like 50 companies in the time series for 1 indicator - eg revenue over time?
@johnhiz6239
@johnhiz6239 9 месяцев назад
I would take raising prices over declining prices any day,at these levels ( + 3 ) .
@johnhiz6239
@johnhiz6239 9 месяцев назад
Hey Nick, your expectations are to low for total returns, just look around we are still using resource ( transportation, transmissions, healthcare utilization, education..etc) every were you look in this country there is tremendous opportunity to upgrade standard of living across the board. That’s my observation of 35 years on Wall Street.
@mbrad8544
@mbrad8544 10 месяцев назад
“This is not political, but if you’re in a red state where everyone is wearing the stupid red hat”
@Write2samk
@Write2samk 10 месяцев назад
Bad audio
@Dpaq13
@Dpaq13 10 месяцев назад
Boys are back in town
@wavymcfly
@wavymcfly 10 месяцев назад
This should be good!
@tomaszektube
@tomaszektube 11 месяцев назад
Great content, very informative with wide perspective discussed. Thank you!
@samcan1000
@samcan1000 11 месяцев назад
Excellent
@deleakindele5265
@deleakindele5265 11 месяцев назад
🎉❤ Glad to be here.with love 💗 from Lagos Nigeria.Thank you Morgan Housel
@skipkapur1
@skipkapur1 Год назад
Charlie is absolutely terrific. I always read and watch his material. Thank you.
@srourfamily
@srourfamily Год назад
fund managers are fun managers take care of your clients!!!!!!!!!!!!!!
@michellewhite6308
@michellewhite6308 Год назад
Great information
@davidpatterson4024
@davidpatterson4024 Год назад
Liz predicted a downturn in the first quarter… 😂
@hristostoyanov3270
@hristostoyanov3270 Год назад
Great visualization there guys ! I hope to see more economic related analysis videos.