Case Study: Nvest Financial Group achieves major time savings and research efficiency with YCharts

Nvest harnesses YCharts’ deep data sets and Excel Add-in to experience vast time savings and cost efficiency

Nvest Financial Group, LLC is an independent boutique financial planning firm managing about $190 million in assets. As the team grew, it needed a more efficient way to conduct investment research without the budget for a Bloomberg Terminal. Nvest was juggling multiple disconnected sources for market and fund data, which slowed research and made it difficult to quickly access the comprehensive information needed to support client portfolios.

YCharts provided the solution, giving Nvest a centralized platform with deep data sets, stock data, company pages, a stock screener, and an Excel Add-in. With YCharts, the firm saved significant time updating spreadsheets, streamlined reporting, and improved day-to-day research and client conversations. Nvest said YCharts delivered a very high ROI and was a “lifesaver,” helping the team avoid hiring additional analysts while keeping costs low and efficiency high.

Nvest Financial Group

Justin Happ

Research Analyst