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YCharts
Investment management software for financial advisors
Table of Contents
YCharts - 2026 Pricing, Features, Reviews & Alternatives
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YCharts overview
What is YCharts?
YCharts is an investment management software designed to help financial advisors, investors, and asset managers create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.
Features of YCharts include data export, an interactive dashboard, customer experience management, collaboration, analytics, customizable branding, and more. It provides a reporting module, which lets supervisors analyze and compare portfolios, mutual funds, and other securities through visual reports. The application allows administrators to view business data using graphs, charts, and other metrics by setting up custom date ranges and adding economic indicators or indexes.
YCharts offers an API, which lets businesses integrate the system with several third-party platforms to automatically populate clients’ portfolios with relevant data. Finance teams can utilize a built-in securities filtering tool, stock screener to add or modify scoring models based on investment strategies, create client portfolios, and manage qualitative or quantitative filters for comparing stocks.
Starting price
Alternatives
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YCharts’s user interface
YCharts reviews
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YCharts's features
YCharts alternatives
YCharts
Starting from
No pricing info
Yardi Investment Manager
Starting from
No pricing info
Creatio CRM
Starting from
25
Per month
Financial Services Cloud
Starting from
300
Per month
YCharts pricing
Value for money rating:
Starting from
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User opinions about YCharts price and value
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YCharts integrations (1)
Top integrations
YCharts support options
Typical customers
Platforms supported
Support options
Training options
YCharts FAQs
YCharts has the following pricing plans:
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of YCharts?
YCharts has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Q. What languages does YCharts support?
YCharts supports the following languages:
English
Q. Does YCharts offer an API?
Yes, YCharts has an API available for use.
Q. What other apps does YCharts integrate with?
YCharts integrates with the following applications:
Microsoft Excel
Q. What level of support does YCharts offer?
YCharts offers the following support options:
Phone Support, Email/Help Desk, FAQs/Forum, Knowledge Base