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New SaaS Software

4.6 87 user ratings

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Workvivo

New SaaS Software

4.9 1,470 user ratings

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Qualified

New SaaS Software

4.8 6 user ratings

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Overview

Description YCharts is an intuitive investment research platform for enterprises, facilitating better client communication and smarter investments. Business houses can depend on the solution to analyze securities, communicate investment opportunities with clients and in-house teams, and build robust portfolios as well. Industry-leading tools offered by the software, helps businesses generate compelling visuals showcasing the strength factors of their investment strategies. The fundamental charting feature within the platform helps organizations showcase multiple investment metrics, starting from PE ratio to alpha. Businesses can incorporate the logo of their brand to enhance the overall value of the distributed charts. They can even use YCharts to create compare and visualize multiple portfolio strategies along with different performance levers. Business houses can monitor the volatile market with personalized email updates and alerts from the software. It provides on-time alerts regarding earning reports, securities, price movements and newly revised financial statements. An interactive dashboard featuring detailed metrics, helps users make smarter decisions in real-time. Read more Morningstar Direct сentrаlizes institutional-strength data, рrорrietаry аnаlytiсs, and in-depth investment research in one рlаtfоrm. It helps in орtimizing your investment рrосess whether you need to select, сreаte, or market investments or if you’re а оne-рersоn shор, it does а bit of everything from finding the right investments to sitting down with clients for you. For investment рrоfessiоnаls соmmitted to delivering on investor оbjeсtives in an infоrmаtiоn-sаturаted and соnstаntly evolving market, Morningstar Direct helps drive informed decisions through brоаd and emerging data, independent research, роrtfоliо аnаlytiсs, and customized reроrting. Morningstar Direct users can apply benchmarks and ranking аnаlysis to monitor the performance of custom-grоuр investments and to drive manager selection and peer evaluation to соnduсt due diligence at sсаle. It is a software platform that рrоvides data and analytics to help рrоfеssіоnаl investment managers сrаft new рrоduсts and роrtfоliоs. The product is mainly сlоud-bаsed. Morningstar Direсt’s рriсing is bаsed оn the number оf liсenses рurсhаsed. Fоr сlients, the соmраny generаlly сhаrges аn аnnuаl fee оf $17,500 fоr the first user, $11,000 fоr the second user, аnd $9,500 for eасh аdditiоnаl user. Read more Workvivo is a new breed of employee communication platform designed to build natural, meaningful bonds between teams while helping companies reach and engage their employees in ways that traditional tools simply can’t. Read more Qualified's assessment platform is the most effective technique to evaluate coding abilities. Use standardised tests to better understand the strengths and shortcomings of developers. All of the tests have been professionally developed and are intended to evaluate real-world abilities that are relevant to your vacant positions.Create a comprehensive developer profile that includes language and framework-specific competencies, soft skills, and working style. Analyze candidate performance to see how they stack up against your team or all other developers on the Qualified platform.It has a vast list of features such as - Create your own assessments, from little to large-scale projects, without ever leaving their platform. Detailed benchmarking statistics to help you understand the relative complexity of each evaluation, as well as how each developer compares to other software engineers across the world.One of its most beneficial features is code review tools - provides a comprehensive set of code review tools that help save time and gain insight into the quality of developer’s code and working style.Recreate your code project to deploy and grade it at scale. Read more
Pricing Options
  • Free Trial Available
  • YCharts Offers Custom plan.
  • Free Trial Not Available
  • Morningstar Direct Offers Custom plan.
  • Free Trial Not Available
  • Workvivo Offers Custom plan.
  • Free Trial Available
  • Qualified Offers Custom plan.
SW Score & Breakdown

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
Modes of Support
  • Online
  • Online
  • Online
  • Online
API Support
  • Available
  • NA
  • NA
  • Available

Reviews & Ratings

User Rating
4.6/5 87 user ratings
4.3/5
4.9/5 1,470 user ratings
4.8/5 6 user ratings
Ratings Distribution
  • Excellent

    79.3%
  • Very Good

    11.5%
  • Average

    2.3%
  • Poor

    2.3%
  • Terrible

    4.6%
  • Excellent

    40%
  • Very Good

    50%
  • Average

    10%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    93.7%
  • Very Good

    5.6%
  • Average

    0.6%
  • Poor

    0.1%
  • Terrible

    0.1%
  • Excellent

    77.4%
  • Very Good

    22.6%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
Review Summary

YCharts is generally well-received by its users, with many positive reviews praising its user-friendly interface, powerful visualization tools, and extensive data coverage. The platform is seen as a valuable resource for financial professionals and investors seeking comprehensive market insights and actionable trading ideas. However, some users have expressed concerns regarding occasional technical glitches, limited customization options, and the need for improved customer support responsiveness. Overall, YCharts appears to be a reliable and feature-rich financial data and analytics platform that caters to the needs of professionals seeking data-driven insights.

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Pros & Cons
  • User-friendly interface and intuitive design tools
  • Advanced charting feature to showcase investment metrics
  • Personalized email updates and alerts for market monitoring
  • Occasional technical glitches
  • Limited customization options
  • Need for improved customer support responsiveness
  • Centralized platform for data, analytics, and research
  • Broad and emerging data for informed decision-making
  • Benchmarking and ranking analysis for investment monitoring
  • Cloud-based platform may require stable internet connectivity
  • Pricing based on the number of licenses purchased
  • Limited information available on customization options
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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • YCharts Offers Custom plan.
  • Free Trial Not Available
  • Morningstar Direct Offers Custom plan.
  • Free Trial Not Available
  • Workvivo Offers Custom plan.
  • Free Trial Available
  • Qualified Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Standard Custom

Professional Custom

Enterprise Custom

Morningstar Direct Custom

Workvivo Custom

Team Custom

 
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Screenshots & Videos

Screenshots Fund Draw Down Chart
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Videos Video Thumbnail
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+ 1 More
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Vendor information

Company Details Located in: Chicago, Illinois Founded in: 2009 Located in: Chicago, Illinois Located in: Cork city, Ireland Founded in: 2017 Located in: San Francisco, California Founded in: 2016
Contact Details

(866) 937-0776

https://ycharts.com/

+1 312 696-6000

https://www.morningstar.com/products/direct

Not available

https://www.workvivo.com/

Not available

https://www.qualified.io/

Social Media Handles

Not available

FAQs

What are the key differences between YCharts and Morningstar Direct?

YCharts is an intuitive investment research platform for enterprises, while Morningstar Direct is a comprehensive investment analysis platform for professional investment managers.

What are the alternatives to YCharts?

The top alternatives to YCharts are Koyfin, FactSet, Morningstar Office, SharpDash, and DataSpark.

What are the alternatives to Morningstar Direct?

The top alternatives to Morningstar Direct are Morningstar Office, INDATA Investment Management Software, MProfit, Addepar, and Portfoliopilot.

Which product is better for large-scale investment management?

Morningstar Direct is designed for large-scale investment management, with features like portfolio analytics and customized reporting.

How do the data and analytics features of these products differ?

YCharts provides industry-leading tools for generating compelling visuals and showcasing investment strategies, while Morningstar Direct offers broad and emerging data, independent research, and portfolio analytics.

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