YCharts Announces Holdings Integration with Broadridge’s Wealth Aggregation Platform, Transforming Portfolio Management and Advisor Efficiency

YCharts Announces Holdings Integration with Broadridge’s Wealth Aggregation Platform, Transforming Portfolio Management and Advisor Efficiency

Media contact for YCharts
Tania Hollander
(866) 965-7552
tania@ycharts.com

YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation. This collaboration elevates advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities.

By integrating with Broadridge’s Wealth Aggregation platform, YCharts users can now leverage the combined power of both platforms, creating a fully integrated solution for data connectivity and consistency across teams. With easy access and importation of client account data, advisors can save time on tedious portfolio management processes, and boost efficiency to increase focus on building deeper client relationships with visually engaging communication aids.

"This integration with Broadridge offers substantial benefits to our user base with features for reducing advisor inefficiencies and fostering best-in-class client experiences,” stated Caleb Eplett, Chief Product Officer at YCharts. “By merging YCharts’ industry-leading visual and proposal generation tools with Broadridge’s extensive client data aggregation, advisors can optimize their portfolio management, simplify complex processes, and drive growth for increased client satisfaction."

Clients will benefit from key features, including:

Seamless uploading of financial statements and portfolio positions within Broadridge’s Wealth Aggregation platform for direct import into YCharts, reducing manual entry, and ensuring precise portfolio management.
Visually appealing portfolio and comparison reports that simplify complex data, aiding in asset gathering and client retention.
Comprehensive analysis of client portfolios across performance metrics and asset allocations, ensuring consistent communication on investment recommendations.

"Collaborating with YCharts provides advisors with premium technology that sets a new industry standard for exceptional, personalized client experiences and optimized portfolio management tools," said Paul Camuto, VP of Wealth Aggregation & Insights at Broadridge Financial Solutions. “Through this collaboration, we are positioned to empower advisors to achieve greater efficiency and drive better outcomes for their clients—all within a single, integrated platform."

For more information on how advisors can leverage this powerful integration, register here for an upcoming webinar on August 29, 2024, hosted by YCharts and Broadridge.

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, ETF, and SMA research, as well as proposal and report generation, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.

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