New add-on expands YCharts multi-asset platform with access to millions of bonds, 30+ attributes, and 30+ analytics from S&P Global (via Quodd).
CHICAGO–(BUSINESS WIRE)–YCharts, a leading investment research and client engagement platform, today announced the launch of individual bond data. This new dataset expands YCharts multi-asset coverage and gives wealth management firms faster, clearer ways to evaluate and communicate fixed income strategies.
In today’s post-ZIRP environment, renewed attention on the income side of portfolios makes access to bond data essential for advisors and clients alike as they refocus on the “40%” of the 60/40 portfolio.
With more than six million government, sovereign, agency, municipal, and corporate bonds, YCharts users can:
- Attract and win new business by analyzing true bond holdings in client or prospect portfolios
- Ensure consistency across enterprises with proposals that fully reflect credit and duration risk
- Illustrate fixed income strategies with presentation-ready visuals that support distribution efforts
- Access bond-level detail with 30+ attributes and 30+ analytics, including yield, duration, and credit quality
“By bringing individual fixed income to YCharts, we’re increasing portfolio-building value for clients and widening the reach of who we can serve,” said Caleb Eplett, Chief Product Officer at YCharts. “Where bond strategies once required costly, antiquated tools, we’re extending our market-leading analytics and proposal workflows across more asset classes for more advisors.”
This expanded data coverage reflects the ongoing mission of YCharts to simplify workflows, strengthen client engagement, and power smarter investment decisions across every asset class. Future updates will broaden these datasets even further.
To learn more about data coverage on YCharts, visit the website, read our latest blog, or contact us at [email protected].
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.
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Contacts
Media contact for YCharts
Tania Hollander
(866) 965-7552
[email protected]
