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 Banks and Trusts
87% growth in client households within two years since adopting YCharts Proposals.
Among bank & trust clients, YCharts maintains an industry-leading 125% net retention rate.
Usage among YCharts bank & trust partners runs 55% higher than the benchmark.
Centralize Analytics, Governance, and Oversight
YCharts equips banks & trusts 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 experience. YCharts integrates with your core portfolio systems so your team can adopt a unified process without rebuilding workflows from scratch.
Get Value at Scale
As your firm expands, pricing scales efficiently, lowering per-user costs and accelerating ROI growth. Roll out YCharts seamlessly across large investment, compliance and advisory teams. Gain the capabilities of institutional platforms at roughly 60% of the cost, driving measurable returns as adoption increases.
Trusted by industry leaders, including…
“ Our firm needs technology that helps deliver thoughtful, personalized advice while operating within the disciplined investment processes our clients expect. YCharts brings research, portfolio analysis, and proposals into a single platform, helping our teams spend less time on manual work and more time strengthening trusted client relationships.”
Jaime Hopkins, Chief Wealth Officer, Bryn Mawr Trust
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.
