YCharts Announces Model Portfolio Holdings Integration with Schwab Advisor Center®

Jun 16, 2022 08:00 am

YCharts, an investment research, analytics and client communications platform, announced a new model portfolio holdings integration with Schwab Advisor Center® today.

The new application program interface (API) integration allows users to search for clients, accounts and sub-accounts, as well as import portfolio data from Schwab Advisor Center into YCharts. After importing, a YCharts Model Portfolio is created using the holdings and weights from the imported Schwab client, account, or sub-account.

“YCharts strives to continuously improve financial advisors' success," says Sean Brown, President and CEO at YCharts. "Our integration with Schwab offers advisors a great opportunity to streamline and improve their investment research and client communications workflows.”

Users also benefit from Schwab’s single sign-on (SSO) capabilities.

“To help advisors enhance capabilities, deliver a superior client experience and accelerate growth, we’re collaborating with fintech innovators to expand and deepen our integrations,” says Kartik Srinivasan, director of third-party integrations, Digital Advisor Solutions, at Charles Schwab. “By pursuing an open dialogue with the technology community and firms like YCharts, we enable RIAs to optimize their tech stack in ways that will benefit their business and, most importantly, their clients.”

For more resources on how independent investment advisors who custody assets with Schwab can get started on YCharts, please email [email protected] or start a free trial at ycharts.com.

About YCharts

YCharts is a leading financial research platform that enables smarter investments and better client communications, serving a client base of more than 7,500 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts provides intuitive tools that help advisors optimize their investment strategies and customizable sales enablement materials that support advisors' and asset managers' business development. For more information, visit ycharts.com, contact [email protected], or follow on Twitter at @ycharts.

Kara Hughes
(866) 965-7552
[email protected]