CHICAGO--(BUSINESS WIRE)--YCharts, Inc, a financial data and investment research tool, today announced its enterprise partnership with tru Independence, a consulting and service platform for investment professionals seeking to launch independent firms.
The tru Independence platform provides a full suite of transition services, scalable technology solutions, an expanded universe of investment options and operations support to ensure that new firms launch successfully and grow effectively. Its integration with YCharts further cements the investment research tool as an essential platform for investment advisors and provides tru’s client base with direct access to YCharts’ platform.
By utilizing YCharts, RIAs can realize higher returns on client portfolios, create engaging visualizations and charts, and save almost ½ day per week on various administrative tasks. Further, YCharts has a robust user success division that is singularly devoted to helping users maximize their experience on the platform.
“We are always striving to provide the most robust offering possible to our users, and the addition of YCharts pushes us even further in that direction,” said Craig P. Stuvland President & CEO at tru Independence. “In order to be successful, RIAs need a strong research platform as part of their toolset, and YCharts was the clear choice for us.”
“YCharts has industry leading research functionality and is designed to integrate smoothly and efficiently with other tools in the space,” said YCharts CEO Sean Brown. “We are proud of the success we have seen with respected service providers in the industry like tru. We’re looking forward to providing the tools tru Independence advisors’ need to better serve their own clients. We are thrilled about the prospect of our ongoing relationship with tru.”
This recent enterprise partnership comes on the heels of several positive 3rd party developments for YCharts. The financial data platform recently announced the launch of Portfolio Sync, an automatic client portfolio holdings integration with Morningstar® ByAllAccounts(sm). Additionally, YCharts has a new SSO integration with TD Ameritrade’s Veo trading interface.
YCharts is a financial data and investment research platform that provides investors with comprehensive data, powerful visualization tools, and advanced analytics. Industry professionals use YCharts for idea generation, analysis, alerts and updates from real-time news feeds to monitor the markets. YCharts has quickly become the go-to fast, intuitive, cost-effective financial research platform on the market. For more information, visit www.ycharts.com or contact email@example.com.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence. The firm diligently focuses on and invests in three core disciplines—investment consulting, business consulting and new business development.
To deliver unrivalled excellence, tru Independence leverages key relationships by outsourcing to the best providers and platforms. The company’s consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by owning the equity of their firms. Drawing upon decades of industry experience, tru Independence is committed to ensuring that its partners maximize their enterprise value. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.