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External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
- Investment Managers
- Banks
- Custodians
- Asset managers
- TAMPs
Target firm size
- Mid-Size
- Small
- Solo
- Enterprise
Vendor Documentation
Integrations
YCharts has 61 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- AdvisorPeak Level 3
- Black Diamond Level 3
- G-Suite Level 1
- iRebal Level 4
- LPL ClientWorks Level 3
- Office 365 Level 3
- Orion Advisor Services Level 3
- Pershing Level 3
- Redtail Level 3
- Schwab Level 4
- Schwab Advisor Center Level 3
- TradePMR Level 3
- VRGL Wealth Level 3
- Fidelity (National Financial) Level 3
- eMoney Advisor Level 3
- Salesforce Level 4
- Raymond James Level 3
- Broadridge Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language, Provides the ability to enter payloads and see responses against sample data in real time, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
Yes
Sandbox endpoints
API keys should be provided in the request header as follows:`x-ychartsauthorization: ` the sandbox can be found at https://api.ycharts.com/v4/docs#/
