Case Study: Balasa Dinverno Foltz LLC streamlines investment research and client communication with YCharts Enterprise

Balasa Dinverno Foltz LLC - Customer Case Study

Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm managing about $4 billion in assets. As its factor-based investing strategy and collaborative investment committee grew, BDF needed a better way to streamline internal research, keep advisors aligned on recommendations and model portfolios, and improve client communication. YCharts Enterprise was selected as the vendor and platform to help address these research bottlenecks.

With YCharts Enterprise, BDF implemented customizable dashboards, watchlists, the Excel Add-in, Fund and Equity Screeners, and Fundamental Charting to speed up research and create client-ready visualizations. The firm also built a proprietary “BDF Snapshot” for easy-to-digest reporting. The impact was significant: Matt Kocanda gained about six hours per week, and BDF’s wealth managers are saving roughly 3–4 hours each week while improving compliance-focused research and client conversations.

Balasa Dinverno Foltz LLC

Matt Kocanda

Wealth Manager and Financial Professionals Practice Group Leader