YCharts, a premier investment research platform, and eMoney Advisor, a leading financial planning technology provider, have announced a new integration to streamline advisor workflows. Launched on September 3, 2025, this partnership enables advisors to connect eMoney’s financial plans with YCharts’ investment research and proposal tools, enhancing efficiency and client outcomes.
YCharts and eMoney integrate to connect financial plans with investment proposals.
Advisors can import eMoney client holdings into YCharts for analysis and proposals.
Streamlines research, risk profiling, and portfolio analytics with a few clicks.
Eliminates manual steps, aligning planning with investment recommendations.
Integration available now; webinar demo set for September 23, 2025.
Supports over 109,000 advisors serving 6 million+ households.
The integration allows financial advisors to import client holdings from eMoney into YCharts with minimal effort, enabling in-depth research, portfolio analytics, risk evaluation, and side-by-side comparisons. These insights feed directly into YCharts’ proposal creation tools, allowing advisors to craft personalized investment recommendations aligned with clients’ financial goals. By eliminating manual data entry, the integration saves time and ensures consistency across planning and investment processes.
Caleb Eplett, Chief Product Officer at YCharts, stated, “This integration helps advisors create stronger connections between long-term financial plans and the portfolios built to support them.” The seamless connection empowers advisors to move from analysis to actionable proposals efficiently, delivering tailored advice that resonates with clients. This unified workflow supports data-driven decision-making and strengthens client relationships.
Luke White, Group Product Manager at eMoney, emphasized, “This new integration with YCharts supports that goal by giving advisors easier access to investment insights when they’re needed.” With eMoney’s planning tools and YCharts’ robust analytics, advisors can focus on building trust and delivering meaningful outcomes, enhancing the client-advisor experience.
The integration is now available for joint clients of YCharts and eMoney. Advisors can explore its capabilities during a live webinar on September 23, 2025, at 1:00 PM CT, showcasing how to import holdings, run analytics, and generate proposal-ready materials. Registration is available at the YCharts website, and further details can be accessed by contacting hello@ycharts.com.
This partnership reflects YCharts and eMoney’s commitment to empowering financial advisors with tools that enhance efficiency, personalize advice, and drive better client outcomes in an increasingly complex financial landscape.
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.
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.
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