Axtella, a financial network comprising two broker-dealers and an RIA, has expanded its partnership with YCharts, a client engagement and investment research platform. The agreement introduces enterprise-wide access to YCharts' research capabilities across Axtella's wealth planning and back office functions. Axtella and YCharts first partnered in 2023, with advisors initially using YCharts for investment research. The expanded partnership aims to enhance advisor productivity and client engagement through institutional-grade research tools. The initiative forms part of Axtella's broader strategy to invest in technology and infrastructure supporting its network of over 700 financial professionals. The company recently appointed Tu Nguyen as Chief Technology Officer to support its mission of delivering tools that drive advisor growth whilst meeting client goals.

Recognition across research, portfolio design, and proposal tools highlights the growing role of YCharts across the advisor workflow. CHICAGO-(BUSINESS WIRE)-YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, earned multiple recognitions in the 2026 T3/Inside Information Software Survey. YCharts was recognized as a Software All Star in five categories: 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 ratings above 8.0, achieved by only a small fraction of the more than 800 products included in the survey. The survey identifies YCharts as the market share leader in Portfolio Design Solutions, where the platform earned an 8.25 rating in its category debut. YCharts also expanded its presence across additional advisor workflows, with its first appearance in Portfolio Management/Reporting and Proposal Generation & Client Onboarding. In the proposal category, YCharts ranked among the top solutions by market share and earned the highest average user rating of 8.29. Across the six categories where YCharts was evaluated, the platform ranked among the top tools advisors are considering and earned elite advisor satisfaction ratings. These results point to growing demand as firms evaluate new advisor technology platforms and highlight consistently positive feedback from advisors. "Advisors need technology that connects research, portfolio construction, and client communication," said Caleb Eplett, Chief Product Officer at YCharts. "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." While YCharts has long been known for its investment data and analytics capabilities, the platform has evolved to support a broader range of advisor workflows. Financial advisors rely on YCharts not only for market analysis and portfolio research, but also for developing proposals, visualizing strategies, and delivering clearer client communications. 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. To learn more about how YCharts supports the full advisor workflow, visit the YCharts website or contact [email protected]. About YCharts YCharts is a leading investment research and client engagement platform that empowers wealth managers to make data-driven decisions and strengthen client relationships. With intuitive tools, comprehensive market data, and AI-powered capabilities, YCharts simplifies investment analysis, risk profiling, and proposal creation. Integrations with portfolio management systems, Excel, and single sign-on support efficient firm-wide adoption. Advisors rely on YCharts to streamline their day-to-day and deliver better client outcomes. Contacts. Media Contact Tania Hollander (866) 965-7552 [email protected] More News From YCharts CHICAGO-( BUSINESS WIRE )-YCharts, a leading investment research and client engagement platform for wealth managers, announced it has been named to G2's 2026 Best Software Awards, placing #19 on the Best Financial Services Software Products list. As the world's largest and most trusted software marketplace, G2 reaches over 100 million buyers annually. Its annual Best Software Awards rank the world's best software companies and products based on authentic, timely reviews from real users. Out of... CHICAGO & CONSHOHOCKEN, Pa.-( BUSINESS WIRE )-YCharts introduces Hamilton Lane benchmarks, helping advisors evaluate private markets with reliable, institutional-grade insights... CHICAGO-( BUSINESS WIRE )-YCharts launches access to individual bond data, enabling wealth management firms to research, propose, and analyze portfolios with fixed income...