YCharts Named Software All Star in Five Categories

Recognition highlights growing role of YCharts across advisor workflows

Mar. 13, 2026 at 1:07pm

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YCharts, an investment research and client engagement platform, was recognized as a Software All Star in five categories in the 2026 T3/Inside Information Software Survey, including Investment Data/Analytics, Portfolio Design Solutions, Proposal Generation & Client Onboarding, Portfolio Management/Reporting, and Economic Analysis & Stress Testing. The designation highlights solutions with category-leading market penetration and high user ratings.

Why it matters

This recognition reflects the growing demand for advisor technology platforms that can support the full workflow, from market insights to portfolio decisions and client recommendations. YCharts has expanded beyond its roots in investment data and analytics to help advisors streamline research, portfolio construction, and client communication.

The details

YCharts ranked among the top tools advisors are considering and earned elite advisor satisfaction ratings across the six categories where it was evaluated. In its category debut, YCharts was identified as the market share leader in Portfolio Design Solutions, earning an 8.25 rating. The platform also expanded its presence in Portfolio Management/Reporting and Proposal Generation & Client Onboarding, ranking among the top solutions by market share and earning the highest average user rating of 8.29 in the proposal category.

  • The 2026 T3/Inside Information Software Survey was published on March 13, 2026.

The players

YCharts

A leading investment research and client engagement platform trusted by financial professionals across North America.

Caleb Eplett

Chief Product Officer at YCharts.

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What they’re saying

“Advisors need technology that connects research, portfolio construction, and client communication. This recognition reflects how YCharts is expanding beyond investment analysis to support the full advisor workflow, helping advisors move more efficiently from market insights to portfolio decisions and client recommendations.”

— Caleb Eplett, Chief Product Officer (Business Wire)

What’s next

YCharts is also investing in artificial intelligence to help firms scale research and client engagement across teams. AI-powered capabilities enable advisors to surface insights faster and move more efficiently from research to recommendations.

The takeaway

This recognition highlights the growing importance of advisor technology platforms that can support the full workflow, from market analysis to portfolio construction and client communication. YCharts' expansion beyond investment data and analytics reflects the evolving needs of financial advisors in an increasingly digital landscape.