YCharts for LPL Advisors

Portfolio Construction.
Investment Research.
Client Communications.

Built for LPL
Easily connect with ClientWorks and use approved reports to start fast and grow your AUM.

One Price, One Platform
YCharts combines investment research, portfolio management, and client communication in a single, streamlined platform.

White-glove Support
Every YCharts user gets dedicated onboarding and a personal Customer Success Manager. Need help along the way? Our U.S.-based support team responds to chat questions in under 90 seconds during market hours.

See YCharts in Action

Simplified Portfolio Analysis
AI-Powered Market Insights
Streamlined Proposal Generation
Expansive Integration Partners
Compelling Client Reports
98% Overall Customer Satisfaction

Save 20% on the Platform Trusted by Top LPL Advisors

Whether you're an individual advisor or managing a full office, YCharts Professional scales with your needs and offers custom pricing for multi-seat plans.

Use powerful portfolio construction tools to generate proposals faster, run more impactful meetings, and grow your firm’s AUM.

Ready to tailor YCharts to your workflow? Get in touch with sales to build a plan that fits your team.

Real Results from LPL Advisors

YCharts + ClientWorks

YCharts, now integrated with ClientWorks, empowers LPL advisors to make smarter investment decisions and communicate more effectively with clients and prospects.

With discounted access for LPL Advisors, use YCharts to research and optimize your investment strategies, streamline sales collateral creation, and visually explain your unique market insights.

Hear from Your LPL Peers

How Does YCharts Help You
Win New Business?

What Do You Love Most
About YCharts?

How Has YCharts Reporting
Improved Your Process?