Dynasty Grows Advisor Appeal with YCharts Integration
Officials say the YCharts data will help Dynasty support investment advisors increasingly tasked with portfolio management.
The addition of YCharts' database of more than 400,000 economic indicators, data visualizations for more than 20,000 and 40,000 US- and Canadian-listed companies and funds, respectively, enables advisors to better support their clients with portfolio management services.
"Through our partnership, Dynasty and YCharts empower advisors who choose to manage their own client portfolios. YCharts' analytical and graphical functionalities not only help advisors build and manage their portfolios but also
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