AFTAs 2021: Most innovative third-party technology vendor (data management and data services)—YCharts


Until now, YCharts clients have been unable to analyze all their holdings across different asset classes together in one view.

For firms holding multiple asset types—such as cash, international stocks, bonds, annuities, and delisted securities—this has limited their ability to analyze the performance of their holdings.


The vendor’s new Custom Securities tool allows investment advisors to upload their own portfolio data into YCharts.

Visualizing and analyzing all

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