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Redtail Technology > News > Integrations > Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis – webinar on April 26!

Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis – webinar on April 26!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Buidling Your Tech Stack - YCharts_Web

ABOUT this webinar
Topic: Leveraging the YCharts + Redtail Integration for Smarter Portfolio Construction & Analysis
Description: In this webinar, Redtail joins YCharts to review:
— How to seamlessly import portfolio data from Redtail into YCharts
— Popular workflows for building and analyzing portfolios in both YCharts and Redtail
— Tools and features to elevate your proposal generation, client communication, and more!

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.

Product discount for YCharts available for webinar attendees.

Register now for this webinar on April 26 at 10:00 am Pacific.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.