New integration enables advisors to import eMoney client holdings into YCharts for research, analysis, and proposal creation aligned with client goals

YCharts, a leading investment research and client engagement platform, today announced a new integration with eMoney Advisor (“eMoney”), a leading provider of technology solutions and services that help people talk about money. The integration allows financial advisors to seamlessly connect the investment research and portfolio analysis they do in YCharts with the financial plans they build in eMoney, creating a more unified and efficient workflow across platforms.

With just a few clicks, advisors can import client holdings from eMoney into YCharts to conduct in-depth research, run portfolio analytics, evaluate risk and allocation, and perform side-by-side comparisons. These insights feed directly into proposal creation, helping advisors clearly demonstrate how investment recommendations support each client’s financial plan. By eliminating manual steps and aligning planning with analysis, the integration streamlines proposal generation and supports more consistent, personalized, and impactful advisor workflows.

“This integration helps advisors create stronger connections between long-term financial plans and the portfolios built to support them,” said Caleb Eplett, Chief Product Officer at YCharts. “By connecting YCharts’ research and proposal capabilities with the planning work advisors do in eMoney, we’re enabling them to move from analysis to action more efficiently. It’s another step toward helping them deliver advice that’s both personalized and easy to act on.”

“At eMoney, we’re committed to providing solutions that enable seamless and collaborative planning conversations between advisors and their clients,” said Luke White, Group Product Manager, Strategic Partnerships and Data Products at eMoney. “This new integration with YCharts supports that goal by giving advisors easier access to investment insights when they’re needed. That means more time for building trust and delivering meaningful outcomes.”

The YCharts and eMoney integration is now available for joint clients. Advisors can see the integration in action during a live webinar on September 23 at 1:00 PM CT, where the teams will demonstrate how to import client holdings, run portfolio analysis, and generate proposal-ready materials. Register for the webinar here. To learn more, visit the YCharts website or contact hello@ycharts.com.

About YCharts

YCharts is a leading investment research and client engagement platform that empowers wealth managers to make data-driven decisions and strengthen client relationships. With intuitive tools and comprehensive market data, YCharts simplifies investment analysis, risk profiling, and proposal creation. AI-powered features accelerate workflows and surface key insights, while integrations with portfolio management systems, Excel, and single sign-on support maximum efficiency. Advisors rely on YCharts to streamline their day-to-day and deliver better client outcomes.

About eMoney Advisor

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com

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