Support & Lead Advisor Teams
Empower wealth advisors to grow their books of business, and your organization as a whole.
Increase advisor efficiency with intuitive tools
YCharts is a web-based platform featuring speed and efficiency at every touchpoint. Popular advisor workflows are condensed and automated across the platform, and pre-built templates help kickstart investment research, all leading to improvement in the day-to-day productivity of advisors. (A savings of 3.6 hours a week, in fact, according to one survey of YCharts users)
Empower advisors to own their business growth
Advisors can create a branded, personalized client experience with customizable charts and reports. Client presentations can also be standardized using custom logos, colors, and disclosures. Purpose-built tools and always-available client support empower investment advisors to grow their practices while satisfying compliance requirements.
Position your proprietary models to grow AUM
Showcase proprietary models and preferred strategies with intuitive comparison tools and presentations. Advisors are enabled to directly evaluate firm-managed models and highlight their advantages over competitor strategies.
Case Study
Integrated Partners
The Challenge
Integrated works with over a hundred financial advisors across 40 regional offices and needed an all-in-one solution for portfolios with remote access capabilities. The ideal tool would help the central office build out model portfolios for different investment strategies and share them with their advisors in the field. A user-friendly solution for portfolio comparisons and generating sales collateral was also a must, for enabling advisors to present Integrated’s strategies to clients.
The Solution
YCharts proved to be a valuable tool for Integrated by streamlining communication between the central team and partner advisors. Not only that, but advisors were finally able to share clean and compelling visuals via customizable PDF reports. Integrated’s advisors have told the central office that without YCharts, they’re not sure how anyone could stay up-to-date and present models to clients.
The Playbook
Portfolios
Custom Reports
See What YCharts Can Do for You.
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