In this 128th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sean Brown, President and CEO of YCharts. YCharts is an online next generation platform for charting and displaying various forms of data in easy-to-use and digestible user-friendly ways.

Episode Highlights:

● 00:42 – Sean Brown explains YCharts.

● 01:12 – What is the history of YCharts?

● 02:20 – What led to the evolution further away from the consumer market?

● 03:47 – What is the most popular function that people utilize YCharts for?

● 04:47 – Sean Brown explains YCharts' value proposition.

● 06:58 – Which other forms of data beyond market data does YCharts offer?

● 09:00 – What are the primary areas for engagement with YCharts?

● 11:08 – How much customization and flexibility can consumers apply?

● 17:53 – What would Sean Brown change in his business or industry?

● 18:55 – What have been the biggest challenges Sean Brown has faced?

● 23:34 – What keeps him excited each day about his work?

3 Key Points

1. YCharts has been tailored-made for wealth advisors and asset managers.

2. People typically spend a lot of time on the YCharts dashboard.

3. YCharts' value proposition is that they make the complex easy and the easy quick.

Tweetable Quotes:

● “YCharts is a cloud-based swish army knife that helps you with two things. One is it helps you with making smarter investment decisions, and number two is, it helps you improve communication.” – Sean Brown

● “We have about 5,500 total clients right now, about 1,000 of them are retail investors. So, we have not in any way turned our back on the retail market.” – Sean Brown

● “We have a great set of capabilities that is really most relevant to RIAs and broker dealers and to asset management wholesalers, and so those are who we create a product road map for. Those are who we market to.” – Sean Brown

Resources Mentioned:

● Facebook – Jason Pereira’s Facebook

● LinkedIn – Jason Pereira’s LinkedIn

● FintechImpact.co – Website for Fintech Impact

● JasonPereira.ca – Sign up for Jason Pereira’s newsletter

● Linkedin – Sean Brown’s Linkedin

● ycharts.com – Website for YCharts

Hosted on Acast. See acast.com/privacy for more information.

Christina Laffin, “Rewriting Medieval Japanese Women” (University of Hawaii Press, 2013)