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Podcast: Conquer Risk Podcast
Episode: Why We Use YCharts
Description: Every now and then we have an opportunity to showcase a piece of technology we use at Potomac on the Conquer Risk podcast, and we couldn’t be more excited about this episode. YCharts has proven to be a phenomenally useful tool, one we find most Advisors will benefit from:What we found with YCharts that we weren’t getting elsewhereThe ability to utilize Excel for further customizationHow workflows save time on repetitive tasksWe hope you enjoy and follow us on this journey! If you have any ideas, comments or sugge...