Press release

YCharts Launches New Partnership with United Planners Financial Services

Sponsored by Businesswire

YCharts, an investment research, analytics, and client communications platform, today announced a new partnership with United Planners Financial Services (“United Planners”).

United Planners’ more than 450 affiliated financial advisors will have access to YCharts’ tools to research investment opportunities, build portfolio strategies, and communicate insights to their clients and prospects. Financial advisors will have access to YCharts’ full suite including comprehensive data for stocks, mutual funds, ETFs, separate accounts and economic indicators, advanced portfolio analytics for strategy optimization and communication with clients, and powerful visualization and sales enablement tools.

“We are excited about this new strategic partnership. YCharts empowers our financial advisors to better service their clients by enhancing their overall ability to articulate how their investment management satisfies a client’s goals and objectives,” said Billy Oliverio, Executive Vice-President & Chief Marketing Officer, United Planners.

“YCharts aims to continuously improve financial advisors’ success,” says Kevin Knull, President and CRO at YCharts. “Our partnership with United Planners offers their affiliated advisors a great opportunity to streamline their investment research and client communications workflows.”

United Planners and YCharts will be holding a webinar on Friday, April 16th at 2:00pm ET to discuss the new relationship and present more information about YCharts to its advisors.

For more resources on how United Planners and affiliated financial advisors can get started on YCharts, please email or start a free trial on

About United Planners Financial Services

United Planners is a national wealth management firm that provides financial planning, investment management and insurance services. United Planners provides back-office support to independent financial advisors, who then help investors manage their wealth to achieve a variety of goals & objectives. United Planners is an open-architecture model that offers flexible, efficient and scalable solutions to position its financial advisors to build and manage profitable businesses. Learn more about United Planners at or 800-966-8737. United Planners is a Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / Registered Investment Advisor with the Securities & Exchange Commission (SEC) / SIPC Member.

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts provides intuitive tools that help advisors optimize their investment strategies, and customizable sales enablement materials that support advisors’ and asset managers’ business development. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools. For more information, visit, contact, or follow on Twitter at @ycharts.