Talking Points
Position your strategy recommendations to emphasize its distinct advantages
Communicate effectively & win new business
Leverage YCharts’ extensive array of over 4,000 metrics, including performance, risk, and more, to select attributes that best showcase the distinct value propositions of your strategy. Align your team with shared talking points and streamline your meeting preparation, while utilizing custom modules to craft impactful proposals that set the stage for engaging conversations during your next client meeting.
Tailor proposals to drive engagement
Directly address client pain points and their specific needs by creating tailored proposals and reports. Utilize custom text and image modules to engage clients and prospects alike to bridge the gap between investment decisions and how they’ll help achieve their financial aspirations by educating them and personalizing the client experience with any metrics of interest.
Learn How Model Portfolios Enhance Client Satisfaction
Highlight the competitive advantages of your strategy
Effectively position your strategies’ key strengths and your competitors’ weaknesses that clearly illustrate the advantages of your recommendations. Create compelling proposals directly in YCharts’ Report Builder where you can pull in saved charts, tables, and other valuable insights to bolster your talking points.
