YCharts Integrates Morningstar Custodian Data for ‘Portfolio Sync’
Portfoilio Sync allows wealth manager clients to automate the uploading of client portfolio holdings data, enabling them to analyze specific client account information within YCharts' platform.
ByAllAccounts is integrated with “hundreds” of custodian platforms, officials say, allowing advisors to import client portfolio data into YCharts via an “Add Portfolio to Dashboard” widget to provide key metrics such as holdings, weightings, and unrealized profit or loss, without having to manually re-enter customer data.
“Our application has become known for analysis of markets and securities, but some of our wealth advisor customers felt it lacked something more personal to them… bringing the
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