Recognition across research, portfolio design, and proposal tools highlights the growing role of YCharts across the advisor workflow.

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, earned multiple recognitions in the 2026 T3/Inside Information Software Survey.

YCharts was recognized as a Software All Star in five categories: Investment Data/Analytics, Portfolio Design Solutions, Proposal Generation & Client Onboarding, Portfolio Management/Reporting, and Economic Analysis & Stress Testing. The designation highlights solutions with category-leading market penetration and ratings above 8.0, achieved by only a small fraction of the more than 800 products included in the survey.

The survey identifies YCharts as the market share leader in Portfolio Design Solutions, where the platform earned an 8.25 rating in its category debut.

YCharts also expanded its presence across additional advisor workflows, with its first appearance in Portfolio Management/Reporting and Proposal Generation & Client Onboarding. In the proposal category, YCharts ranked among the top solutions by market share and earned the highest average user rating of 8.29.

Across the six categories where YCharts was evaluated, the platform ranked among the top tools advisors are considering and earned elite advisor satisfaction ratings. These results point to growing demand as firms evaluate new advisor technology platforms and highlight consistently positive feedback from advisors.

“Advisors need technology that connects research, portfolio construction, and client communication,” said Caleb Eplett, Chief Product Officer at YCharts. “This recognition reflects how YCharts is expanding beyond investment analysis to support the full advisor workflow, helping advisors move more efficiently from market insights to portfolio decisions and client recommendations.”

While YCharts has long been known for its investment data and analytics capabilities, the platform has evolved to support a broader range of advisor workflows. Financial advisors rely on YCharts not only for market analysis and portfolio research, but also for developing proposals, visualizing strategies, and delivering clearer client communications.

YCharts is also investing in artificial intelligence to help firms scale research and client engagement across teams. AI-powered capabilities enable advisors to surface insights faster and move more efficiently from research to recommendations.

To learn more about how YCharts supports the full advisor workflow, visit the YCharts website or contact hello@ycharts.com.

About YCharts

YCharts is a leading investment research and client engagement platform that empowers wealth managers to make data-driven decisions and strengthen client relationships. With intuitive tools, comprehensive market data, and AI-powered capabilities, YCharts simplifies investment analysis, risk profiling, and proposal creation. Integrations with portfolio management systems, Excel, and single sign-on support efficient firm-wide adoption. Advisors rely on YCharts to streamline their day-to-day and deliver better client outcomes.

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