A Closer Look: YCharts + Synchronicity

Advisors are under growing pressure to develop targeted investment strategies that will help clients achieve their financial goals and protect them from market volatility. But they need the right capabilities for the job.

Web-based research platform YCharts combines sophisticated yet easy-to-use fundamental and technical analysis tools to simplify investment management, making it easier for advisors to build and maintain profitable strategies. Bob Simpson, founder of advisor coaching service Synchronicity, had been using a single factor technical analysis research platform to create the investment strategies he develops on behalf of his advisor clients. But he was restricted by its limited, one-dimensional approach. Instead, he sought a more functionality-rich program that would allow him to add greater value to advisors’ investment management capabilities, helping them differentiate their services and grow their business.

Read the case study below to learn how YCharts is linked to the continued success of Synchronicity and the Financial Advisors with whom they partner.