Case Study: Origin Wealth Advisers achieves faster, easier research and client reporting with YCharts

Origin Wealth Advisers - Customer Case Study

Origin Wealth Advisers LLC is an independent, fee-only RIA focused on long-term, value-oriented investing and helping clients retire comfortably. As a start-up adviser, Origin needed an affordable research provider with comprehensive market, economic, and security data, plus easy-to-use tools for screening and portfolio analysis.

YCharts provided the research platform, including economic data, security information, an Excel Add-In, and charting tools. With YCharts, Origin sped up screening, improved portfolio reporting with near real-time pricing, and created branded client presentation charts that enhanced meetings, commentary, and overall client service while saving time.

Origin Wealth Advisers

Morgen Beck

Founder