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Articles published by YCharts

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YCharts Earns Top Spot on G2’s 2026 Best Software Awards for Best Financial Services Software Products
February 19, 2026
From YCharts
Via Business Wire
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YCharts Introduces Hamilton Lane Benchmarks to Bring Private Markets Insights to Advisors
February 10, 2026
From YCharts
Via Business Wire
Tickers HLNE
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YCharts Launches Individual Bond Data to Power Smarter Fixed Income Decisions Across Wealth Management
September 24, 2025
From YCharts
Via Business Wire
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YCharts Wins WealthManagement.com 2025 Industry Award for AI Chat Innovation
September 05, 2025
From YCharts
Via Business Wire
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YCharts and eMoney Launch Integration to Connect Financial Plans with Investment Proposals
September 03, 2025
From YCharts
Via Business Wire
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YCharts Named to Inc. 5000 Fastest-Growing Private Companies in America for the Ninth Consecutive Year
August 12, 2025
From YCharts
Via Business Wire
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More Than Research: YCharts Powers Personalized Proposals at Scale
June 09, 2025
From YCharts
Via Business Wire
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YCharts Launches Household Portfolios and Folders to Streamline Advisor Workflows
May 28, 2025
From YCharts
Via Business Wire
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YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
May 15, 2025
From YCharts
Via Business Wire
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EY US unveils Sean Brown of YCharts as an Entrepreneur Of The Year® 2025 Midwest Award finalist
May 07, 2025
From YCharts
Via Business Wire
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YCharts Strengthens Canadian Presence With Aviso Integration and Proposal Generation Tools
April 30, 2025
From YCharts
Via Business Wire
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Breaking Open the Black Box: YCharts Introduces Transparent, Customizable Risk Profiles
April 22, 2025
From YCharts
Via Business Wire
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Midwestern Securities and YCharts Forge Strategic Partnership to Boost Advisor Efficiency and Client Engagement
April 03, 2025
From YCharts
Via Business Wire
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YCharts Launches AI Chat to Accelerate Investment Research & Enhance Client Engagement
March 06, 2025
From YCharts
Via Business Wire
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YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors
December 11, 2024
From YCharts
Via Business Wire
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Carson Group Partners with YCharts in Landmark Enterprise Agreement to Drive Advisor Efficiency and Growth
September 12, 2024
From YCharts
Via Business Wire
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YCharts Announces Holdings Integration with Broadridge’s Wealth Aggregation Platform, Transforming Portfolio Management and Advisor Efficiency
August 26, 2024
From YCharts
Via Business Wire
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YCharts Named to Inc. 5000 Fastest-Growing Private Companies in America for the Eighth Consecutive Year
August 15, 2024
From YCharts
Via Business Wire
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YCharts Report Builder Wins Award in the 2024 New York Product Design Awards
April 16, 2024
From YCharts
Via Business Wire
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YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation
April 08, 2024
From YCharts
Via Business Wire
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YCharts Unveils 2024 Advisor-Client Survey Insights Aiming To Elevate Client Communication Strategies Amid Evolving Expectations
March 18, 2024
From YCharts
Via Business Wire
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YCharts Debuts Integration with Schwab’s iRebal®, Empowering Advisors with Enhanced Portfolio Management Tools
March 04, 2024
From YCharts
Via Business Wire
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YCharts Earns “Software All-Star” Status Again in T3 and Inside Information's Advisor Software Survey, Garnering Strong Market Share and User Ratings
February 20, 2024
From YCharts
Via Business Wire
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Farther Partners with YCharts to Equip Advisors and Clients with Powerful Data and Insights, Fueling AUM Growth
January 09, 2024
From YCharts
Via Business Wire
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FMG and YCharts Partner to Enable Financial Advisors to Improve Timely Client and Prospect Communication
October 02, 2023
From YCharts
Via Business Wire
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YCharts Unveils New Proposal Capabilities Paired with Three New Subscription Configurations
September 07, 2023
From YCharts
Via Business Wire
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Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors with Advanced Investment Research and Communication Tools
August 22, 2023
From YCharts
Via Business Wire
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Cetera and YCharts Announce Strategic Partnership to Equip Advisors With Award-Winning Client Communications and Investment Research Platform
August 02, 2023
From YCharts
Via Business Wire
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YCharts Launches Portfolio Optimizer Tool, Revolutionizing Portfolio Research and Presentation
July 20, 2023
From YCharts
Via Business Wire
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YCharts Named “Best Value” Winner in the 2022 Carson Excell Advisor Tech Awards
October 17, 2022
From YCharts
Via Business Wire
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