After exploring YCharts via a free trial, George was sold on it being the platform that could not only streamline his workflows and grow his business, but also provide additional value to clients.

One of the key differentiators that George noticed about YCharts was its ability to visually illustrate any security’s financial narrative.

“The data presentation capabilities were a big reason why I decided to switch to YCharts,” says George. “There’s no other platform that I’ve seen that can present and provide information as neatly while allowing users the ability to tweak and mold it the way YCharts can.”

“I’ve worked with a Bloomberg Terminal previously, but the overall user experience was very clunky and not intuitive at all,” says George. “YCharts’ data is not only comprehensive but pulling in data feels automatic. Any rebalancing tasks or recurring tasks are now seamless and streamlined. It’s the most comprehensive research tool that I’ve used to date.”

“The YCharts customer support team has not only educated me on new datasets and financial metrics I might’ve missed, but they’ve gone above 

and beyond to tailor my experience based on my firm’s use case.”

George further highlighted the team’s phenomenal support and ability to translate his firm’s needs. “Our previous service provider needed a lot of hand-holding and the process to answer any of my questions was always drawn out, but thankfully that hasn’t been the case with YCharts.”

With his time better optimized, George now has capacity to explore and leverage the wealth of data available within YCharts. “It’s just a matter of understanding which metrics and data matter the most to my team for making smarter decisions, and identifying the weakest and strongest funds. The data’s there, we just need to find it,” says George.

George will oftentimes start in the Fund Screener where he and his team will look at roughly 30 different asset classes and use a combination of

the 80 metrics they rely on when creating a new fund screen. The fact that Valley Wealth Group has fully migrated their research workflows to YCharts is a testament to how much they trust the platform’s capabilities to handle anything that’s thrown their way. George has since built out and saved over 60+ screens that he can easily reference and pull into Comp Tables, where he runs head-to-head comparisons of funds that passed his screening criteria.

As part of the transition to YCharts, George replicated the 25+ models, sleeves, and proprietary benchmarks he uses daily into the tool using Model Portfolios. One of the features he consistently leverages is the distinct profile page that’s created for each model, similar to a typical securities quote page.

YCharts has found a permanent home in George’s browser with the tool always open and ready for him to use. He’s been able to save an average of 10 hours on quarterly rebalancing efforts and save 30 minutes or more per day when reviewing market trends.

“While I use Model Portfolios, Comp Tables, and the Fund Screener most often, I’m trying to get the most out of YCharts as a whole and have found a lot of value in the Excel Templates as well as Email Reports to stay up-to-date on performance for the market, models, and funds we track,” says George.

“There’s just so much unexplored data and functionality that I know I can find additional value from and build out my research & analysis even further.”