Case Study: Burton Enright Welch boosts research and client communications with YCharts

Burton Enright Welch - Customer Case Study

Burton Enright Welch (BEW), a California-based independent investment management firm, wanted to modernize its investment research process and make portfolio analysis and client communication more efficient. The team needed a more nimble, scalable way to analyze portfolios and securities, replacing clunky, disparate tools with a clearer, more effective system. BEW turned to YCharts Enterprise and its Excel Add-In to help address these challenges.

With YCharts, BEW built customized templates and client-ready visuals that automatically pull in current market data, while also using Model Portfolios to track hypothetical performance and support investment committee meetings. The result was faster, more productive research, stronger client communications, and better decision-making across the firm. BEW also highlighted that YCharts was cost-effective, supported day-to-day usage by a growing team, and helped the firm better explain concentrated stock risk and diversification strategies to clients.

Burton Enright Welch

Ben Peters

Financial Planner