A CLOSER LOOK: YCHARTS + SYNCHRONICITY ABOUT: Synchronicity is a consulting organization that works with financial services organizations and professionals to improve performance with a focus on vision, client relationship management and business development. Executive Summary Synchronicity initially worked with a single-factor technical analysis research tool to develop their investment strategies, but realized that the tool had a limited, one-dimensional approach. The firm decided it needed a program with more functionality and searched for more than a year before finding all the capabilities needed within YCharts. Since then, Synchronicity has transitioned to a multi-factor fundamental and technical approach that satisfies both performance and business development needs. Findi

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