YCharts 101: Finding a Replacement Fund for Client Portfolios

Welcome to YCharts 101! Our new video series where we'll be showing you quick, impactful workflows to help you invest smarter and communicate better.

In our first installment, Lauck Olson, our Director of Sales - Broker-Dealers, shows how you can leverage our dynamic Quickflows to replace underperforming funds in client portfolios in just a few easy steps.

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Видео YCharts 101: Finding a Replacement Fund for Client Portfolios канала YCharts