The Complete Alternative to YCharts
Go beyond research and data visualization. Get portfolio construction, automated compliance, client onboarding, and proposal generation in one unified platform—not just charts and analytics.
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Trusted by advisory firms across North America
Why Switch from YCharts?
Get more capabilities, save time, and reduce costs with Investipal's comprehensive platform.
Beyond Research: Complete Workflow Automation
YCharts excels at research, data, and reporting—but requires 3-4 additional tools for portfolio construction, compliance, and client onboarding. Investipal unifies research, AI-powered portfolio construction, compliance automation, and complete client onboarding in one platform—eliminating data silos and reducing costs.
Advanced Statement Scanning & Onboarding
YCharts Quick Extract is limited: PDF/images only, 50 uploads/month, holdings extraction only. Investipal provides unlimited advanced statement scanning with any format, transaction-level detail, full portfolio analysis, plus e-signature, AML/ID verification, and automated compliance documentation—reducing onboarding from weeks to hours.
AI-First vs. Data-First Platform
YCharts is a data and research platform with basic portfolio tools. Investipal is an AI-first platform that uses machine learning throughout—from portfolio construction to compliance automation to proposal generation—delivering 10x faster workflows and personalized client experiences at scale.
Feature Comparison
See how Investipal stacks up against YCharts
Research & Analytics
| Feature | YCharts | Investipal |
|---|---|---|
| Investment Research & Data | Advanced | |
| Fund & Stock Screeners | | |
| Fundamental Charts & Visualization | Advanced | |
| Technical Charts | | |
| Economic Data & Indicators | Advanced | |
| Model Portfolios & Backtesting | Basic | Advanced |
| Portfolio Optimizer | Basic | Advanced |
Portfolio Management & Construction
| Feature | YCharts | Investipal |
|---|---|---|
| AI-Powered Portfolio Construction | Build optimized portfolios in seconds | |
| Asset Allocation Optimization | Basic | Advanced Multi-constraint optimization |
| Custom Security Builder | Basic | Advanced Model alternatives & private assets |
| Portfolio Rebalancing | | |
| Tax-Loss Harvesting | | |
| Drift Monitoring & Alerts | |
Client Onboarding & Data Management
| Feature | YCharts | Investipal |
|---|---|---|
| Statement Scanning (Quick Extract) | Basic | Advanced |
| Portfolio Data Import | | |
| CRM & Custodian Integrations | Advanced | |
| Account Aggregation (Held-Away Assets) | Basic | Advanced |
| Document Generation & E-Signature | | |
| AML & ID Verification | | |
| Client Portal | | |
| Client Relationship Management | |
Proposals & Client Communication
| Feature | YCharts | Investipal |
|---|---|---|
| Custom Reports & Presentations | Advanced | Advanced |
| Portfolio Proposals | Basic | Advanced |
| What-If Scenarios | Advanced | |
| Interactive Analysis Tools | Advanced | |
| Portfolio Comparison Analysis | Advanced | Advanced |
| Risk Profiling & Scoring | Basic | Advanced |
Compliance & Documentation
| Feature | YCharts | Investipal |
|---|---|---|
| Investment Policy Statements (IPS) | | |
| Regulation Best Interest (Reg BI) Documentation | | |
| Know Your Product (KYP) Comparisons | | |
| Compliance Audit Trails | | |
| Suitability Documentation | |
Switching is Easy
Our team guides you through every step of the migration process
Book a Personalized Demo
15 minutesSchedule a 15-minute walkthrough tailored to your YCharts workflow. See exactly how Investipal compares and what you will gain by switching—especially around portfolio construction and compliance.
Data Migration Support
1-3 daysOur team assists with seamless data transfer from YCharts. We ensure all model portfolios, research lists, and custom securities are accurately migrated to Investipal.
Personalized Onboarding & Training
1 weekGet dedicated training for your team. We will help you set up your workflows, customize reports, and integrate Investipal into your practice—going beyond what YCharts offers.
Go Live with Full Support
ImmediateLaunch Investipal with dedicated support. Run both platforms in parallel during your transition if needed. Cancel YCharts when you are ready—no rush.
Explore Related Features
See how Investipal powers your entire advisory workflow
Enterprise-Grade Security
Your data is protected with bank-level security
Compliance & Privacy
Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.
Security
Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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