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Visit WebsiteYCharts helps ANB to streamline and facilitate mutual fund screening investments
Amarillo National Bank
DJ Hunt
Vice President and Investment Officer
YCharts
YCharts, the premier cloud-based financial data platform, enables investors to make smarter decisions. As one of the Top 25% Inc. 5000 Fastest Growing Companies, YCharts is the one-stop shop for equities, mutual funds, ETFs, economic and market data. Thousands of devoted investors gain ready access to quality data, powerful visualization, and advanced analytics, all at an affordable cost.
Case Studies
Showing 11 YCharts Customer Success Stories
Balasa Dinverno Foltz LLC - Customer Case Study
Balasa Dinverno Foltz LLC
Matt Kocanda
Wealth Manager and Financial Professionals Practice Group Leader
Burton Enright Welch - Customer Case Study
Burton Enright Welch
Ben Peters
Financial Planner
Castlebar Asset Management - Customer Case Study
Castlebar Asset Management
Andrew Comstock
President and Chief Investment Officer
Coughlin Associates - Customer Case Study
Coughlin Associates
Barring Coughlin
President and Chief Investment Officer
John Hancock - Customer Case Study
John Hancock
Matt Blandford
Senior Vice President - Divisional Sales Manager
KKM Financial - Customer Case Study
KKM Financial
Jeff Kilburg
Chief Executive Officer
Nvest harnesses YCharts’ deep data sets and Excel Add-in to experience vast time savings and cost efficiency
Nvest Financial Group
Justin Happ
Research Analyst
Origin Wealth Advisers - Customer Case Study
Origin Wealth Advisers
Morgen Beck
Founder
Sungarden Cultivates Investment Success With YCharts
Sungarden Investment Research
Rob Isbitts
Co-Founder and Chief Investment Strategist
Synchronicity Performance Consultants - Customer Case Study
Synchronicity Performance Consultants
Bob Simpson
Founder
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