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Dynasty Banking Partners and YCharts today appear a multi-year addendum of their affiliation to accommodate Dynastys Arrangement Advising Firms with YCharts web-based advance assay and prospect/client communications belvedere aural Dynastys proprietary adviser technology platforms.
Dynasty, which afresh acclaimed its 10-year ceremony and now counts added than $50B in applicant assets on its Amount Casework platform, is committed to confined both admiral who outsource their advance management, via their OCIO capabilities and admission to abandoned managed accounts and unified managed accounts, as able-bodied as those who accept to booty on the added role of portfolio administrator (Advisor as PM, or APM). These casework are delivered through Dynastys TAMP (Turnkey Asset Administration Program), which has developed decidedly over the accomplished several years and afresh beyond the $25B mark. Along with absolute admission to YCharts, the belvedere includes rebalancing technology, operational abutment and added assay tools, acceptance admiral to administer portfolios calmly and in a scaled manner.
Through its connected accord with YCharts, Dynastys 47 arrangement advising firms accept admission to the industry-leading solution, YCharts Professional, which enables admiral to accomplish added abreast advance decisions, advance operational adeptness and actualize added acute beheld representations of their insights. This affiliation ensures that YCharts able advance assay accoutrement abide an important allotment of Dynastys basement for the continued term.
According to Ed Swenson, Chief Operating Officer and Co-Founder of Dynasty Banking Partners, The absolute amplitude has consistently been about ˜best of brand technology. Accouterment our adviser arrangement with leading-edge accoutrement and assay continues to be an breadth of focus in our adventure to empower abundance administration teams to aggrandize their business. Extending our abundant affiliation with YCharts ensures our admiral accept admission to the easy-to-use software, able-bodied abstracts and absurd animal abutment they charge to productively serve their applicant base.
We are captivated to abide our affiliation with Dynasty. We accept had a affably accommodating accord that fabricated this face-lifting a no-brainer. Our firms accept a aggregate eyes of accomplishing aggregate we can to accredit the success of advisors. We attending avant-garde to abounding added years of alive with Shirl, Ed, and the Dynasty aggregation to accredit admiral to accept the advance analytics and communications accoutrement they charge to accomplish their objectives, said Sean Brown, President and CEO at YCharts.
About Dynasty Banking Partners
Dynasty Banking Partners is accepted for acceptable admiral of candor to bigger account their clients, run their businesses added profitably, abound faster, and enhance the action amount of their firms. Dynasty does this by accouterment abundance administration and technology platforms for baddest absolute banking advising firms. Dynasty creates admission to admired assets and industry-leading capabilities through an open-architecture platform, enabling admiral to abode their audience needs and to assure and abound their wealth. Dynasty supports absolute admiral and their teams in actuality independent, but not alone, by creating absolute association contest and experiences. Dynasty additionally offers admission to adjustable basic solutions to advice admiral expand, scale, and abound their business, as able-bodied as provides M&A abutment to firms attractive to abound inorganically or to plan for succession. Dynastys amount assumption is objectivity after compromise, and the close is committed to developing solutions that acquiesce advance admiral to act as accurate fiduciaries to their clients. ‹Dynasty has a arch arrangement of RIAs who advantage its chip belvedere and Dynastys growing Action Group supports beyond institutional audience who generally accept abundant admiral in assorted cities by carrying Dynastys belvedere at the home appointment and close level. Dynasty has helped to akin the arena acreage for admiral and firms attractive to bear Private Abundance Administration capabilities to their UHNW audience vs abounding of the beyond Wall Street firms in accouterment a able-bodied apartment of capabilities, products, and services, which back accumulated with Dynastys abutment offers absolute admiral the adeptness to attempt at the accomplished levels of abundance administration applicant opportunities.
For added advice on Dynasty amuse visit: http://www.dynastyfinancialpartners.com‹
Also appointment Dynasty on amusing media: LinkedIn Twitter YouTube
About YCharts
YCharts is a banking abstracts and advance assay belvedere that provides investors with absolute data, able decision accoutrement and avant-garde analytics. Industry professionals use YCharts for abstraction generation, analysis, alerts and updates from real-time account feeds to adviser the markets. YCharts has bound become the go-to fast, intuitive, cost-effective banking assay belvedere on the market.
For added information, appointment ycharts.com or acquaintance [email protected].
Also appointment YCharts on amusing media: LinkedIn Twitter YouTube
Media Acquaintance for Dynasty Banking PartnersSally Cates
646-704-4500
[email protected]
Media Acquaintance for YChartsKara Hughes
716-597-6105
[email protected]
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