I love the ease of use that YCharts offers, making it an invaluable tool for our research on funds and portfolio performance. The dynamic models and visualizations are excellent for client presentations, and the visuals are impressive and client-friendly. The Excel worksheets are fantastic and allow me to reverse engineer and customize them to fit our models, which helps tremendously in showing the specific data our advisors need. I greatly appreciate the exceptional team and customer service at YCharts, which, in my opinion, is far superior to other vendors we've used. Setting up YCharts was straightforward, aided by the supportive team and helpful tutorials. The platform significantly benefits our work by providing performance analysis tools for portfolios, enabling easy searching of funds and performance attributions. The constant updates and the quality of the product are reasons I would choose it again; the dynamic model implementation is particularly beneficial. Additionally, using historical real-time data for stress testing and comparisons adds great value to our analysis process. Review collected by and hosted on G2.com.
I wish there was a template for creating my own fact card within YCharts. Having this feature would allow us to customize templates, include our logo, obtain compliance approval, and then provide these customized templates to clients. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
