Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

January 25, 2021 8:00 AM EST

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The Long-Term Partnership Extension Ensures Dynasty’s Advisor Network Continues to Leverage the Institutional Investment Research and Client Communications Platform Within the Dynasty Technology Platform

ST. PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)-- Dynasty Financial Partners and YCharts today announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20210125005013/en/

Dynasty, which recently celebrated its 10-year anniversary and now counts more than $50B in client assets on its Core Services platform, is committed to serving both advisors who outsource their investment management, via their OCIO capabilities and access to separately managed accounts and unified managed accounts, as well as those who choose to take on the additional role of portfolio manager (“Advisor as PM”, or “APM”). These services are delivered through Dynasty’s TAMP (Turnkey Asset Management Program), which has grown significantly over the past several years and recently crossed the $25B mark. Along with direct access to YCharts, the platform includes rebalancing technology, operational support and other research tools, allowing advisors to manage portfolios efficiently and in a scaled manner.

Through its continued relationship with YCharts, Dynasty’s 47 network advisory firms have access to the industry-leading solution, YCharts Professional, which enables advisors to make more informed investment decisions, improve operational efficiency and create more compelling visual representations of their insights. This partnership ensures that YCharts’ powerful investment research tools remain an important piece of Dynasty’s infrastructure for the long term.

According to Ed Swenson, Chief Operating Officer and Co-Founder of Dynasty Financial Partners, “The independent space has always been about ‘best of breed technology.’ Providing our advisor network with leading-edge tools and research continues to be an area of focus in our quest to empower wealth management teams to expand their business. Extending our great partnership with YCharts ensures our advisors have access to the easy-to-use software, robust data and incredible human support they need to productively serve their client base.”

“We are thrilled to continue our partnership with Dynasty. We have had a wonderfully symbiotic relationship that made this renewal a no-brainer. Our firms have a shared vision of doing everything we can to enable the success of advisors. We look forward to many more years of working with Shirl, Ed, and the Dynasty team to enable advisors to have the investment analytics and communications tools they need to achieve their objectives,” said Sean Brown, President and CEO at YCharts.

About Dynasty Financial Partners

Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open-architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business, as well as provides M&A support to firms looking to grow inorganically or to plan for succession. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients. ​Dynasty has a leading network of RIAs who leverage its integrated platform and Dynasty’s growing Enterprise Group supports larger institutional clients who often have numerous advisors in multiple cities by delivering Dynasty’s platform at the home office and firm level. Dynasty has helped to level the playing field for advisors and firms looking to deliver Private Wealth Management capabilities to their UHNW clients vs many of the larger Wall Street firms in providing a robust suite of capabilities, products, and services, which when combined with Dynasty’s support offers independent advisors the ability to compete at the highest levels of wealth management client opportunities.

For more info on Dynasty please visit: http://www.dynastyfinancialpartners.com

Also visit Dynasty on social media:
LinkedIn
Twitter
YouTube

About YCharts

YCharts is a financial data and investment research platform that provides investors with comprehensive data, powerful visualization tools and advanced analytics. Industry professionals use YCharts for idea generation, analysis, alerts and updates from real-time news feeds to monitor the markets. YCharts has quickly become the go-to fast, intuitive, cost-effective financial research platform on the market.

For more information, visit ycharts.com or contact hello@ycharts.com.

Also visit YCharts on social media:
LinkedIn
Twitter
YouTube

Media Contact for Dynasty Financial Partners
Sally Cates
646-704-4500
sallycates@dynastyfinancialpartners.com

Media Contact for YCharts
Kara Hughes
716-597-6105
kara@ycharts.com

Source: YCharts



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