| 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 Office is an all in one accounting and portfolio management solution for businesses and their daily work. Starting from performance reporting, billing, rebalancing and back-office task monitoring to accounts aggregation tool and independent data and research process streamlining activities, it can be used for all. Accountants can depend on the platform to streamline ‘what-if’ analysis based on various market movements and an exclusive scenario analysis tool made available by the same. Detailed insights offered by Morningstar Office, helps businesses to curate a quick overview of the latest events, trends and thought leadership on the go. Moreover, Morningstar Office and its interactive portal facilitate seamless communication between individual organisations and their clients, besides staying focused on scheduled goals. Also, the software and its expertise over regular data importation and reconciliation facilities, help businesses concentrate on security selection, client management and marketing related stuff. Active integration with third-party platforms like eMoney, 4U, HiddenLevers, Flyer and more assures seamless business process management. 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 |
|
|
|
|
| SW Score & Breakdown |
|
|
|
|
| Organization Types Supported |
|
|
|
|
| Platforms Supported |
|
|
|
|
| Modes of Support |
|
|
|
|
| API Support |
|
|
|
|
| User Rating |
|
|
|
|
| Ratings Distribution |
|
|
|
|
| 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. |
Not Available
|
Not Available
|
Not Available
|
| Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
|
|
|
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Standard Custom Professional Custom Enterprise Custom |
Morningstar Office Custom |
Workvivo Custom |
Team Custom |
|
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
View Detailed Pricing
|
Morningstar Office
4.3 Based on 14 Ratings |
Personal Capital
4 Based on 1 Ratings 
Orion Advisor Trading
2.7 Based on 3 Ratings |
|||
| Screenshots |
+ 3 More
|
Not Available | Not Available | Not Available |
| Videos |
+ 2 More
|
Not Available |
+ 1 More
|
+ 2 More
|
| 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/office |
Not available https://www.workvivo.com/ |
Not available https://www.qualified.io/ |
| Social Media Handles |
|
|
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.
