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.