YCharts

Investment management software for financial advisors
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Activity Dashboard Activity Dashboard
Alerts / Escalation Alerts / Escalation
Analytics Analytics
Client Management Client Management
Collaboration Tools Collaboration Tools
Communication Management Communication Management
Custom Charts Custom Charts
Customizable Branding Customizable Branding
Data Capture and Transfer Data Capture and Transfer
Data Connectors Data Connectors
Data Format Management Data Format Management
Data Import Data Import
Data Import/Export Data Import/Export
Data Replication Data Replication
Data Synchronization Data Synchronization
Data Visualization Data Visualization
Email Alerts Email Alerts
Financial Analysis Financial Analysis
Financial Management Financial Management
Graphical Planning Graphical Planning
Monitoring Monitoring
Portfolio Management Portfolio Management
Progress Reports Progress Reports
Prospecting Tools Prospecting Tools
Real Time Reporting Real Time Reporting
Reporting & Statistics Reporting & Statistics
Risk Alerts Risk Alerts
Risk Analytics Risk Analytics
Risk Assessment Risk Assessment
Search Functionality Search Functionality
Strategic Planning Strategic Planning
Template Management Template Management
Third Party Integration Third Party Integration

Integrations

Integrations

Microsoft Excel Microsoft Excel