LPL Financial says the YCharts’ platform is now available to its nearly 16,800 affiliated financial advisors through the independent broker-dealer’s Vendor Affinity Program.
“LPL’s size, scale and deep industry relationships give us the ability to provide these solutions to our advisors at a cost savings, and we are looking forward to adding YCharts’ investment platform to our Vendor Affinity Program,” said LPL Chief Investment Officer Burt White, in a statement Thursday.
YCharts’ resources — used be some 5,000 RIAs — aim to help advisors streamline investment research and client communications through the use of templates, stock and fund screeners, portfolio management and charting resources, and compliant reports.
“Today’s investors want more communication from their financial advisors, and they want those engagements to be increasingly personalized,” explained YCharts President & CEO Sean Brown, in a statement.
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“Our mission is to provide financial advisors with mobile-friendly, easy-to-use tools, value-add resources and best-of-breed customer support to help them keep their clients happy and grow their business,” Brown added.