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ease
features
design
support

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Description

One vendor, one centralized platform: For tailored solutions, you can skip the hassle of negotiating with multiple vendors. United Fintech is the platform that unites all of these elements. Accelerated onboarding and end to end digitization No more rigid legacy systems or long onboarding periods. We bring together smarter products while reducing regulatory hurdles and onboarding times.

Description

Creating and implementing an effective investment strategy doesn't have to be complex or expensive; it can be straightforward. This is why we developed a robust and adaptable tool designed to assist you in analyzing securities, constructing portfolios, and sharing investment opportunities effectively. Many financial advisors, asset managers, and investors trust YCharts to cultivate insights, make informed investment choices, and communicate successfully with their clients and prospects. Equipped with top-tier tools, you can craft engaging visuals that highlight the advantages of your investment strategies. Enhance your ability to secure new business and ensure your investment approaches stand out through tailored sales and communication resources. Transform inquiries into practical insights by utilizing data visuals that showcase your expertise, draw in potential clients, and educate both clients and partners about your offerings. Ultimately, our tool not only facilitates superior decision-making but also fosters stronger relationships in the investment landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Wealth-Lab

Integrations

Wealth-Lab

Pricing Details

Usage Based
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

United Fintech

Founded

2020

Country

Denmark

Website

unitedfintech.com

Vendor Details

Company Name

YCharts

Founded

2009

Country

United States

Website

ycharts.com

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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