We know how powerful a visual can be in helping you understand finance data. Imagine if specific investment company or fund data were coupled with advanced analytics and then displayed as meaningful, easy-to-understand charts.

Well, we can now offer that with our newest partner YCharts, an investment research platform that enables smarter investments and better client communications. Their client base of more than 6,500 RIAs and asset managers like BW oversees more than $750 billion in assets. So, we’re in good company.

Best of all, YCharts simplifies complex financial topics using visuals, allowing us to model portfolios and easily monitor/track performance. Watch for those visuals soon. And we’re also excited to see the future enhancements YCharts will create for our clients like you!