Chosen by Leading Advisory Firms

Investing in Your Growth, Together

Whether you’re upgrading your technology, looking to grow your business, or optimizing how your team serves clients, YCharts helps you adapt with confidence and grow without compromise. Easily integrate securities, portfolios, and economic data; impress prospects with elegant visuals; and create alignment for your team on one intuitive platform.

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The tech issue holding wealth teams back...

Advisors Lose up to One Third of Work Time to Inefficient Software

Legacy technology does more than slow teams down; it undermines firm growth and leaves room for risk.

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YCharts Platform2

The Plan for Growth

Team-Wide Alignment in a Modern Workspace

Get your whole team aligned on one fast, intuitive platform built for growth. Larger license migrations may unlock extended free access and lower costs. See how much your firm could benefit when you book a demo.

onboarding

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Seamless Onboarding

Experience tailored white-glove onboarding, with the platform configured for your team. Each firm gets dedicated, unlimited support at no additional cost.

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Client Support

Get responses to chat questions in under 90 seconds during market hours, so advisory teams can get real help quickly when market or client needs shift.

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Proven Growth

YCharts grows with you and your team. With an average customer tenure of 8+ years, our clients continue to gain value from YCharts.

 Get Unlimited Access to Our Award-Winning Platform

It's 2026: Make the Switch & Save 26%

<span style="font-size: 18px;">Book a Demo&nbsp; →</span>
“We started at about $95 million in assets when I left. Today, we are at $830 million. That is an eight-times increase in 6 years, and YCharts is my most-used platform by far.”

Wes Burns
CEO, Transformational Advisory Group

"Our AUM has grown by 63%. There are many factors..., but YCharts has clearly played an important role in helping us win new business and present our strategies."


Ben Hadley
Lead Portfolio Strategist

“All of our advisors are using it. If clients come in, our advisors bring up YCharts, walk them through everything, and any [client] question can be answered right there. It keeps everyone on the same page.”


Vincent Scarsella
CFP, Director of Research and Investment Development, Sgroi Lawley Group

“A versatile and well-regarded tool that balances cost, capability, and user experience."


Michael Kitces

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Streamlined Workflows for More Time Winning Clients

Advisors who make the switch save an average of 20 hours per month on investment research, proposal creation, and client meeting prep. Translate that time savings to the scale of your team and get proven growth.

Top Advisory Firms Trust YCharts for

Industry-Leading Product Excellence

  • Inc Regionals
    Inc. Regionals
  • Wealthies
    2025 Wealthies
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  • G2
    G2 Awards
  • Inc 5000
    Inc. 500 
9x Winner