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YCharts @ycharts on x 39K followers
Created: 2025-07-24 19:52:58 UTC
We’re going big at LPL Focus this year, because top advisors deserve top tools...
From our brand new ClientWorks integration to two exclusive cocktail hours and a high-impact speaking session, YCharts is making waves in San Diego! 🌊
Stop by the YCharts booth for a live demo and see why XX% of LPL Advisors recommend YCharts 🚀
Here’s what advisors can expect: • A game-changing ClientWorks integration that simplifies daily workflows • A streamlined way to analyze portfolios and uncover opportunities—fast • Home-office approved templates for branded, compliant client materials
Interested in joining one of our on-site events? Reach out to your YCharts rep to get on the list! ✅
#LPLFocus2025 #FinancialAdvisors #WealthManagement #AdvisorTech #FintechEvents
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