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YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Category: Press Release

CHICAGO, December 09, 2021 /BUSINESS WIRE/ (original press release here) — YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Orion Advisor Technology, Redtail and SS&C Black Diamond® Wealth Platform. Partnering with these three industry leaders helps wealth professionals enable smarter investment decisions and better client communications.

“To better serve our customers by helping them streamline their daily workflows, it is important for YCharts to assemble impactful integrations with leaders within complementary elements of the wealth advisor tech stack. I’m thrilled to have partnered with Orion, Redtail and Black Diamond,” said Sean Brown, President and CEO at YCharts. “Integrations with these three industry titans allow wealth professionals to devote more time to serving their clients, and less to ‘swivel chairing’ across their toolstack.” Sean added, “Each integration is a cause for celebration and YCharts is excited for future integrations with industry leaders.”

“Whenever we can empower Redtail users by putting more of the information they need to perform their jobs effectively directly in front of them, we jump on those opportunities; that’s exactly what this partnership with YCharts allows us to do,” said Brian McLaughlin, Redtail’s Chief Executive Officer. “Additionally, Redtail places great emphasis on advisor education, and being able to partner with firms like YCharts that want to democratize access to investment research aligns well with our mission.”

“We constantly look to leverage the best technology solutions to keep the Black Diamond Wealth Platform on the leading edge of innovation, and we are pleased to add YCharts to our integration network,” said Steve Leivent, Co-General Manager, SS&C Advent. “Working together, our solutions can help advisors run their practice more efficiently and deliver a better client experience.”

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

“YCharts has distinguished itself by providing insightful and easy-to-use tools to help guide advisors’ research and conversations. They can now proudly add ‘easy-to-integrate’ to that winning formula. Within seconds, Orion data can be connected and synced into the YCharts platform,” said Jeff Kliewer, Senior Product Manager at Orion Advisor Technology.

About YCharts

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
Kara Hughes