CHICAGO--(BUSINESS WIRE)--YCharts, a modern investment research platform that enables smarter investments, today announced that its data, tools and analytics have been integrated into Schwab Performance Technologies® PortfolioCenter®, the multi-custodial portfolio management and accounting tool from Schwab Advisor Services. This new integration is centered on allowing wealth advisors who use the multi-custodial platform to seamlessly access key YCharts’ capabilities to benchmark, analyze, and communicate investment performance data to their customers.
“We’re thrilled to be working with institutional market leader Schwab Performance Technologies,” said Sean Brown, President and CEO at YCharts. “Our shared focus on serving advisors and our common view of how software-based solutions can help wealth advisors make smarter investment decisions made it a logical decision to deepen our relationship. We look forward to further discussing our integrated solution with advisors at the upcoming Schwab IMPACT® conference.”
This recent integration is expected to benefit many shared clients, as well as new wealth advisors who leverage Schwab Performance Technologies®. This weekend, YCharts will have a presence at the Schwab IMPACT® conference for the 6th consecutive year, located in Tech Alley at Kiosk #171-10. Stop by the YCharts kiosk for more information or email email@example.com.
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 ycharts.com, contact firstname.lastname@example.org or follow us on Twitter @ycharts.