The 3 Biggest Reasons LPL Advisors are Switching to YCharts
In this webinar, YCharts’ Lauck Olson, LPL relationship manager, demonstrates the key benefits LPL advisors are seeing from YCharts and the most impactful ways they’re using the platform. You can expect to learn how LPL advisors can tailor YCharts’ customizable watchlists, dashboards and tables to support their firm's unique research needs, how our time-saving tools like pre-built “Quickflows” speed up common advisor tasks and more details on how our Model Portfolios, advisors’ favorite tool on YCharts, enable advisors to visualize the hypothetical performance of a portfolio and break down performance at the individual holdings level.