CHICAGO: YCharts has formed a new partnership with United Planners Financial Services, a news release said.
United Planners’ more than 450 affiliated financial advisors will have access to YCharts’ tools to research investment opportunities, build portfolio strategies, and communicate insights to their clients and prospects.
Financial advisors will have access to YCharts’ full suite including comprehensive data for stocks, mutual funds, ETFs, separate accounts and economic indicators, advanced portfolio analytics for strategy optimization and communication with clients, and powerful visualization and sales enablement tools.
“We are excited about this new strategic partnership. YCharts empowers our financial advisors to better service their clients by enhancing their overall ability to articulate how their investment management satisfies a client’s goals and objectives,” said Billy Oliverio, Executive Vice-President & Chief Marketing Officer, United Planners.
“YCharts aims to continuously improve financial advisors’ success,” says Kevin Knull, President and CRO at YCharts. “Our partnership with United Planners offers their affiliated advisors a great opportunity to streamline their investment research and client communications workflows.”
United Planners is a national wealth management firm that provides financial planning, investment management and insurance services. www.UnitedPlanners.com
YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. www.ycharts.com