Exclusive Book Signing Event
Meet Nick Maggiulli, Ritholtz’s COO & New York Times Best Selling Author
Tuesday, September 9th  |  12-2pm  |  Booth #304
Don’t miss this special opportunity to connect with Nick Maggiulli, a leading voice in wealth management and author of The Wealth Ladder.

  • Take home a signed copy of Nick’s best-seller (limited supply!)

  • See how YCharts helps top firms like Ritholtz power smarter client conversations
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Unmask the Tools That Win Clients
Quick Extract extract
From PDF to portfolio-ready data in seconds.

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Emoney Integration (1)
 Import client holdings to power faster, stronger proposals.

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Client-Ready Reports
Customize your proposals, client  reports and presentations.

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Your Secret Weapon:
Legacy Planning Checklist
Get our exclusive checklist to spark client conversations and uncover planning gaps.

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Not ready to book a time just yet? Start your free trial of YCharts, built to support all the ways advisors work. Just drop your email, and we'll get you set up after the conference.
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