Powering Firm-Wide Success
Accelerate growth, control risk, and deliver a consistent client experience at scale with YCharts’ integrated analytics, workflows, and reporting. The more team members you onboard, the more you save.
Success is in the Numbers for RIAs, Banks, and Trusts
87% growth in client households within two years since adopting YCharts Proposals.
Among enterprise clients, YCharts maintains an industry-leading 125% net retention rate.
Usage among YCharts enterprise partners runs 55% higher than the benchmark.
Centralize Analytics, Governance, and Oversight
YCharts equips enterprises with firm-approved models, statement extraction, dashboards, and templates, giving leadership the governance and visibility needed to manage risk, document decisions, and ensure consistency across the organization.
Establish Firm-wide Consistency with Standardized Workflows
Improve connectivity between teams and create a consistent advisor experience. YCharts integrates with your core portfolio systems so RIAs, bank and trust teams, and broker-dealers can adopt a unified process without rebuilding workflows from scratch.
Get Value at Scale
As your firm expands, enterprise pricing scales efficiently, lowering per-user costs and accelerating ROI growth. Roll out YCharts seamlessly across large advisory teams. Gain the capabilities of institutional platforms at roughly 60% of the cost, driving measurable returns as adoption increases.
Trusted by the top RIAs and large enterprises, including…
“ I’ve had prospects tell me, ‘I met with six other advisors before you, but I’m going with you.’ The reports give me the clarity and confidence to articulate my value, and that’s made a measurable difference in my close rate. ”
Alan Cohen, Advisor & Founding Partner, Spectrum Wealth Partners
“ YCharts has not only streamlined our workflows but also empowered our advisors with the autonomy to provide faster, more comprehensive service to their clients…a key driver in supporting both operational efficiency and AUM growth.”
Kevin Hrdlicka, Head of Wealth / Member Owner, Savant
“ Equipping every advisor at our firm with YCharts is a huge win. Seamless, intuitive, and impactful—this is the kind of tech that drives better decisions and happier clients.”
Dani Fava, Chief Strategy Officer, Carson
Realize Firm-Wide Value
Why Migrate Your
Entire Organization?
Give CIOs, investment committees, and research teams the control they need and advisors the tools they want.
Discover Opportunities, Save Time, Win Business
Accelerate growth and achieve operational excellence by uncovering new opportunities within the entire book of business. YCharts streamlines proposals, reporting, and analytics—helping advisors focus on clients while firm leaders gain powerful insights into performance, growth, and retention.
Enterprise Insights
Boosting Model Adoption Across Large RIAs Through a Unified Workflow
YCharts Product Update: Nov. 2025
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