YCharts Named “Best Value” Winner in the 2022 Carson Excell Advisor Tech Awards

CHICAGO–(BUSINESS WIRE)–YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better communications with their clients, won “Best Value” in the second annual Carson Excell Advisor Tech Awards presented by Cetera.

“Having Carson Excell recognize YCharts with this award is amazing validation of our mission,” said Sean Brown, CEO at YCharts. “YCharts is in the constant pursuit to better support finance professionals. Our data and tools streamline user workflows in a way that no competitor can easily claim, including better client communication, improved transparency, and faster, more robust analyses on a multi-device, web-based platform.” Sean added, “We make the complex easy, the easy quick, and the mundane beautiful.”

“YCharts is one of the best advisor solutions out there to help with communication,” said Jamie Hopkins, Managing Partner at Carson Group. Additionally, Jamie stated that “I always say it is better to over communicate than under communicate with clients. Well, YCharts helps advisors actually effectively communicate, which is even better. The Excell conference and community also agreed, voting YCharts as the Best in Value, showing how much this resonates with the leading advisors out there.”

The Excell Advisor Tech was launched by Carson Excell in 2021 to provide awareness and encourage adoption of the best-in-industry technology. Firms must be nominated by an advisor in order to participate and once enrolled, winners are chosen based on how many votes they receive. The “Best Value” award highlights not only price, but the software that is enabling advisors to gain the most time back, allowing them to provide their services more efficiently and the best impression the company leaves on a client.

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.

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Kara Hughes
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