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What is YCharts?

Developing and executing an efficient investment strategy can be both simple and cost-effective. For this reason, we have created a versatile and powerful tool that aids in the analysis of securities, portfolio construction, and the effective sharing of investment opportunities. Numerous financial advisors, asset managers, and investors rely on YCharts to generate valuable insights, make well-informed investment decisions, and communicate proficiently with their clients and potential investors. With access to premium tools, you can create compelling visual presentations that emphasize the benefits of your investment strategies. By utilizing personalized sales and communication resources, you can enhance your chances of attracting new business and ensure that your investment methodologies stand out in a competitive market. Additionally, transform inquiries into actionable insights by employing data visualizations that demonstrate your knowledge, engage potential clients, and enlighten both clients and partners about what you offer. Ultimately, our tool not only streamlines the decision-making process but also builds stronger connections within the investment community, fostering long-term relationships. By leveraging these capabilities, you can gain a significant edge in today's fast-paced investment environment.

What is Investment Metrics?

Investment Metrics stands out as a premier global source of portfolio analytics, data, and reporting, empowering advisors and institutional investors to enhance financial results, expand their asset base, and maintain client relationships through actionable investment insights. Our offerings deliver comprehensive analysis across more than 20,000 institutional asset pools, 28,000 funds, and over 900,000 portfolios, amounting to over $14 trillion in assets under administration. With a client base exceeding 400 across 30 different countries, we provide top-tier solutions for institutional portfolio analytics, reporting, factor analysis, ESG evaluation, and research on managers and competitors. This extensive range of services equips institutional investors and advisors with the insights and transparency necessary to secure a competitive edge and drive improved financial performance. Ultimately, our commitment to excellence ensures that our clients can navigate the complexities of the investment landscape with confidence.

Media

Media

Integrations Supported

Wealth-Lab

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

YCharts

Date Founded

2009

Company Location

United States

Company Website

ycharts.com

Company Facts

Organization Name

Investment Metrics

Date Founded

1998

Company Location

United States

Company Website

www.invmetrics.com

Categories and Features

Charting

Not specified

Financial Research

Not specified

Categories and Features

Decision Support

Data Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow

ESG

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Financial Research

Not specified

Investment Management

Benchmarking
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management

Reporting

Customizable Dashboard
Data Source Connectors
Drill Down
Financial Reports
Report Export
Scheduled / Automated Reports

Wealth Management

Not specified

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