YCharts Expands Canadian Wealth Management Market with Aviso Integration and Enhanced Proposal Tools

YCharts Strengthens Canadian Presence with Aviso Wealth Integration and Proposal Generation Tools CHICAGO--(BUSINESS WIRE)--YCharts, a prominent investment research and proposal generation platform, is bolstering its presence in the Canadian wealth management sector by integrating with Aviso Wealth, a leading provider of financial services to both financial institutions and independent advisors. This partnership allows Canadian advisors to effortlessly create detailed, client-focused proposals, conduct thorough portfolio analyses, and leverage robust investment research tools. The goal is to enhance client engagement and boost assets under management (AUM). The growing need for flexible, compliance-friendly proposals is driving Canadian firms toward modern, efficient solutions that can streamline client communications and support business expansion. YCharts has established itself as a trusted platform for financial advisors, enabling them to present clear, data-backed investment strategies that resonate with clients. By embedding YCharts directly into the technology stack of a major Canadian wealth management firm, advisors connected with Aviso can now produce high-quality, ready-to-present proposals with minimal effort. Empowering Canadian Advisors to Grow AUM YCharts is not stopping at the Aviso integration; it has also formed strategic alliances with Designed Securities and other wealth management firms. These partnerships offer enhanced tools for investment research, proposal creation, and client interaction, all of which are crucial for building stronger advisor-client relationships and accelerating AUM growth. "Advisors require technology that simplifies complex information without sacrificing depth or sophistication," Michael Konopaski, CFO at Designed Securities, emphasized. "The new Aviso integration further positions YCharts as a leader in this space, helping our advisors attract new clients and strengthen existing connections." Strengthening Canadian Advisor Success Through Key Integrations and Partnerships Through its expanding network of integrations and collaborations, YCharts is ensuring that Canadian advisors have access to cutting-edge tools for investment research, proposal generation, and client engagement. These developments are designed to facilitate deeper client relationships and expedite business growth. YCharts is committed to strengthening its on-the-ground presence in Canada by dedicating a local team to better understand and meet the unique needs of Canadian advisors and firms. "We aim to provide advisors with the best tools to deliver outstanding client experiences," stated Caleb Eplett, Chief Product Officer at YCharts. "Our broadened integrations and partnerships mean that Canadian advisors can now seamlessly access powerful research and proposal tools that will help expand their businesses." About YCharts YCharts is a leading financial technology Software as a Service (SaaS) platform designed to improve client communications and empower wealth management teams to make informed investment decisions. Leveraging advanced analytics, sophisticated visualization tools, and extensive data, YCharts promotes team collaboration and ensures consistent and scalable investment workflows. It is an ideal solution for wealth management firms striving to maintain uniform client communication and investment strategies across various teams and locations, thereby driving substantial AUM growth. Connect with YCharts on Social Media: LinkedIn Twitter YouTube Instagram