CHICAGO--(BUSINESS WIRE)--YCharts, Inc, a SaaS financial data and investment research tool, today announced the launch of Portfolio Sync, an automatic client portfolio holdings integration with Morningstar® ByAllAccountsSM. This expanded relationship further demonstrates both companies’ dedication to listening to feedback from wealth advisors and delivering meaningful solutions to meet their needs.
YCharts automatically links with Morningstar’s portfolio aggregation tool, ByAllAccounts, for automated integrations to hundreds of custodial systems. Portfolio Sync gives RIAs, wealth managers, and institutional and individual investors the opportunity to monitor all accounts across various custodians in one place, as well as to view intraday and event data. In addition, Portfolio Sync enables YCharts users to analyze portfolio risk metrics, correlations, exposures, expenses, aggregate fees, and allocations relative to custom benchmarks.
“As an equity investor in YCharts, we’re pleased to continually work closely with the YCharts team to strategically integrate Morningstar’s data and solutions, uniquely addressing specific market needs in the wealth advisor space and other market segments,” said Tricia Rothschild, Chief Product Officer at Morningstar.
“At YCharts, we are constantly looking for ways to help our customers save time, improve client interactions, and increase their investment returns,” said Sean Brown, President and CEO at YCharts. “With Portfolio Sync, we have enabled our customers to perform custom client reporting and analyses without the need to spend valuable hours inputting holdings and updating watchlists.”
After a successful beta launch, YCharts released Portfolio Sync to equip RIAs and wealth managers of all sizes with a dedicated, cost-effective platform to monitor client portfolios. The tool syncs with customer portfolios and provides the ability to view portfolio holdings in the YCharts Screeners, and use any of the thousands of metric filters or scoring models.
YCharts will be conducting live demonstrations of Portfolio Sync at this week’s Morningstar Investment Conference in Chicago, and can be found in the Technology Integration Partners Area.
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 firstname.lastname@example.org.