YCharts, a leading investment research and client engagement platform trusted by financial advisors and investment professionals across North America, is excited to announce a new partnership with Designed Securities, Canada’s premier financial services provider. This collaboration aims to enhance the workflow of Designed users by integrating YCharts’ powerful tools and features.
This strategic collaboration is set to transform the advisor experience by streamlining workflows and enhancing client engagement capabilities for Designed users.
“This partnership reflects our shared commitment to empowering advisors with the tools and resources they need to succeed,” said John Vander Vennet, CRO at YCharts. “By combining YCharts’ powerful features with Designed Securities’ trusted platform, we are helping advisors save time, elevate their client interactions, and achieve better outcomes.”
Unlocking New Efficiencies for Advisors
Through this partnership, Designed users gain access to YCharts’ innovative suite of tools, enabling them to:
- Streamline the KYP Process: Reduce time spent on Know Your Product compliance with YCharts’ Quickflows and pre-built tables.
- Impress with Customizable Reports: Deliver tailored reports that reflect their unique brand identity, including logos and custom color schemes.
- Perform Comprehensive Investment Analysis: Easily analyze stocks, mutual funds, ETFs, and economic indicators from one platform.
“This strategic partnership with YCharts is a game-changer for our advisors, portfolio managers, and clients,” said Michael Konopaski, CFO at Designed Securities. “With YCharts’ extensive database of securities and economic indicators, combined with its innovative charting and data visualization tools, we’re equipping our financial professionals with the advanced capabilities needed to streamline workflows, enhance client engagement, and deliver unparalleled value in today’s wealth management landscape.”
About YCharts
YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client communications and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive data, YCharts is built to enhance team cohesion, ensuring uniformity across investment-related workflows and scalable operations. YCharts offers an ideal solution for wealth management firms looking to maintain consistency in client communication and investment strategies across multiple teams and offices, ultimately driving significant AUM growth.
Visit YCharts on social media
About Designed Securities
Designed Securities is a trusted financial services provider in Canada, delivering innovative solutions to advisors and their clients. As an independent dealer, Designed Wealth Management works across Canada with mutual fund advisors, full securities advisors and independent wealth portfolio managers.
Learn more at https://designedwealthmanagement.ca/.
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