YCharts, an investment research and client engagement platform, has announced a new integration with eMoney Advisor (eMoney), a provider of technology solutions for financial planning. This collaboration aims to create a more unified and efficient workflow for financial advisors by connecting investment research with financial planning capabilities.
The integration enables advisors to import client holdings from eMoney into YCharts with a few clicks. Once imported, advisors can conduct in-depth research, run portfolio analytics, evaluate risk and allocation, and perform side-by-side comparisons of investments. These insights are designed to feed directly into proposal creation, helping advisors demonstrate how investment recommendations align with each client’s financial plan.
This functionality is intended to streamline proposal generation and support consistent, personalized advisor workflows by eliminating manual steps and aligning planning with analysis.
Caleb Eplett, Chief Product Officer at YCharts, stated, “This integration helps advisors create stronger connections between long-term financial plans and the portfolios built to support them. By connecting YCharts’ research and proposal capabilities with the planning work advisors do in eMoney, we’re enabling them to move from analysis to action more efficiently. It’s another step toward helping them deliver advice that’s both personalized and easy to act on.”
Luke White, Group Product Manager, Strategic Partnerships and Data Products at eMoney, added, “At eMoney, we’re committed to providing solutions that enable seamless and collaborative planning conversations between advisors and their clients. This new integration with YCharts supports that goal by giving advisors easier access to investment insights when they’re needed. That means more time for building trust and delivering meaningful outcomes.”
The YCharts and eMoney integration is currently available for joint clients. A live webinar demonstrating how to import client holdings, run portfolio analysis, and generate proposal-ready materials is scheduled for September 23 at 1:00 PM CT.
YCharts is an investment research and client engagement platform designed to empower wealth managers with data-driven decision-making and strengthen client relationships. It offers tools for investment analysis, risk profiling, and proposal creation, alongside AI-powered features and integrations with various portfolio management systems.
eMoney Advisor provides technology solutions and services focused on financial planning. The platform is utilized by over 109,000 financial professionals across the U.
S. to serve more than 6 million households.
