The recent announcement of a high-level addition to the Board of Directors at YCharts

[To truly innovate, differentiate and engage today’s changing clients, financial professionals today need to borrow more heavily from the design industry.

“Active collaboration, strategic partnerships, and an open mind, will go a long way toward establishing the successful and profitable financial advisor of tomorrow.” - Hessel Pole, Invested Consultants

“FinTech solutions can be a significant component in the growth and success of asset management firms.” – David Halligan, SalesFocus Solutions