The next phase of the partnership brings advanced research capabilities and back office integration to support Axtella’s financial professionals

ANN ARBOR, Mich.: Axtella, a financial network of two broker-dealers and an RIA, has expanded its partnership with YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals. The partnership reinforces Axtella’s commitment to equipping its advisors with quality research and operational support, all with the goal of positively impacting outcomes for the end client.

Axtella and YCharts first partnered in 2023, with Axtella advisors leveraging YCharts’ investment research capabilities. Building on that foundation, the expanded agreement introduces enterprise-wide access to YCharts’ research capabilities and extends its use into Axtella’s wealth planning and back office functions.

“Our focus has always been on empowering financial professionals with the tools and support they need to thrive,” said Dana Rhodes, Chief Operating Officer of Axtella. “We recognize that advisor success is driven by both front-end capabilities and operational excellence behind the scenes. This partnership is another of the many resources we provide our advisors to improve their experience, with an eye on ultimately benefitting their work with clients.”

Axtella takes a rigorous approach to evaluating partnerships, prioritizing solutions that enhance advisor productivity, improve client engagement and evolve with the advisor’s business. The enterprise agreement ensures that Axtella financial professionals have broad, seamless access to institutional-grade research tools, empowering them to deliver more personalized, data-driven advice. Further, expanding YCharts into the wealth planning function enhances internal efficiency, enabling Axtella to better support advisors through every stage of the client lifecycle.

“We are thrilled that Axtella has entrusted us to support their advisors,” said Paul Phillips, Sr. Director of Sales at YCharts. “We strive to be a high-impact partner, and this expansion reflects both the strength of our collective relationship and the results we’ve supported within Axtella’s advisor community.”

This initiative is part of Axtella’s broader strategy to invest in technology, partnerships and infrastructure that drive measurable outcomes for financial professionals and their clients. Earlier this week, Axtella announced the appointment of Tu Nguyen as its Chief Technology Officer. In the newly created role, Nguyen is focused on supporting Axtella’s mission of delivering the intelligence, tools and support that drive advisors’ growth and long-term business while meeting client goals.

About Axtella
Axtella, LLC supports broker-dealers Sigma Financial Corporation and Parkland Securities, LLC, and registered investment advisor, Sigma Planning Corporation, serving a growing network of 700+ financial professionals. Led by owner and CEO Jerry Rydell and President Brandon Rydell, Axtella boasts over four decades of industry leadership, merging tradition with innovation in the services and tools it provides its network of advisors. Its unique, independent structure fosters collaboration, emphasizes advisor autonomy, and delivers customized solutions. Axtella offers comprehensive technology support, advisor growth resources and education and comprehensive advisor succession solutions. For more information, visit www.axtella.com. Securities offered through Sigma Financial Corporation and Parkland Securities, LLC., members FINRA and SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

About YCharts
YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client engagement and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive data, YCharts is built to enhance team cohesion, ensuring uniformity across investment-related workflows and scalable operations. YCharts offers an ideal solution for wealth management firms looking to maintain consistency in client communication and investment strategies across multiple teams and offices, ultimately driving significant AUM growth.

Fonte: Business Wire