CHICAGO, April 1 — YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced an enterprise-wide partnership with Axtella, an organization supporting a network of independent financial professionals across its affiliated broker-dealer and RIA firms. The expanded agreement builds on a relationship established in 2023 and now extends YCharts access to more than 800 of Axtella’s financial professionals.
“Our goal is to support our financial professionals across every aspect of their business. Over the past three years, YCharts has proven to be a valuable partner, and we’re excited to deepen the relationship, while bringing their industry-leading research to our wealth planning team, strengthening our professionals’ competitive edge and driving positive outcomes for the end-client.” — Dana Rhodes, Chief Operating Officer, Axtella
Under the new agreement, financial professionals across Axtella’s network, including Sigma Financial Corporation, Sigma Planning Corporation, and Parkland Securities, LLC, are now live on the YCharts platform and enrolled in exclusive pricing.
Empowering Axtella’s Financial Professionals with YCharts
- AI-enhanced workflows that automate routine tasks and surface actionable client insights
- Advanced portfolio analysis and optimization tools to build, compare, and communicate investment strategies
- Comprehensive investment research and screening across stocks, funds, and fixed income
- Scalable platform infrastructure that supports consistency across teams and office locations
“We’re proud to deepen our relationship with Axtella through this enterprise partnership. Their financial professionals deserve tools that help them stand out, and that’s exactly what we’re here to deliver.” — Paul Phillips, Sr. Director of Sales, YCharts
