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Security & compliance
The vendor hasn’t added security or compliance details yet.
Financial research platform for advisors providing charting, fundamental data, and model portfolios.
Pricing
Paid
Founded
2009
Team size
201-500 employees
Headquarters
Chicago, IL
Product Preview
Preview from ycharts.com
At a glance
Try before you buy
Integrates with
OrionRedtailSalesforceeMoney
About YCharts
YCharts is an investment research and analytics platform offering fundamental and economic data, charting, screening, model portfolios and client-communication tools. Financial advisors, asset managers and analysts use it as a lower-cost alternative to a Bloomberg terminal. It emphasizes visualization and proposal/reporting tools for advisor-client workflows.
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Not specified
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
