YCharts
YCharts
About YCharts
YCharts is an investment management software designed to help financial advisors, investors, and asset managers create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.
Features of YCharts include data export, an interactive dashboard, customer experience management, collaboration, analytics, customizable branding, and more. It provides a reporting module, which lets supervisors analyze and compare portfolios, mutual funds, and other securities through visual reports. The application allows administrators to view business data using graphs, charts, and other metrics by setting up custom date ranges and adding economic indicators or indexes.
YCharts offers an API, which lets businesses integrate the system with several third-party platforms to automatically populate clients’ portfolios with relevant data. Finance teams can utilize a built-in securities filtering tool, stock screener to add or modify scoring models based on investment strategies, create client portfolios, and manage qualitative or quantitative filters for comparing stocks.
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YCharts FAQs
Below are some frequently asked questions for YCharts.Q. What type of pricing plans does YCharts offer?
YCharts offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Available
YCharts offers a 7-day free trial for new users, after which the software is available across 3 pricing tiers - Enterprise, Professional, and Standard. Please contact YCharts directly for pricing information.
Q. Who are the typical users of YCharts?
YCharts has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does YCharts support?
YCharts supports the following languages:
English
Q. Does YCharts support mobile devices?
YCharts supports the following devices:
Q. What other apps does YCharts integrate with?
YCharts integrates with the following applications:
Microsoft Excel
Q. What level of support does YCharts offer?
YCharts offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support
Related categories
See all software categories found for YCharts.
Investment Management Software