Case Study: Synchronicity Performance Consultants achieves stronger multi-factor investment research with YCharts

Synchronicity Performance Consultants - Customer Case Study

Synchronicity Performance Consultants is a consulting organization that helps financial services advisors improve performance through better vision, client relationship management, and business development. As its investment focus grew, the firm found its existing single-factor technical analysis research tool too limited and began searching for a more robust solution. After more than a year of evaluation, Synchronicity chose YCharts for its broader fundamental and technical research capabilities.

With YCharts, Synchronicity shifted to a multi-factor approach that combines fundamental screening, trend analysis, and momentum analysis to build more balanced, rules-based portfolios. The vendor’s platform helped the firm identify stronger securities, reduce downside risk, and support both advisor performance and business development. Synchronicity also uses YCharts to help advisors quickly answer stock questions and build portfolios for clients, supporting its goal of sustainable growth of at least 20% compounded annually.

Synchronicity Performance Consultants

Bob Simpson

Founder