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YCharts

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.

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Success is in the Numbers for Banks and Trusts

87% growth in client households within two years since adopting YCharts Proposals.

YCharts clients gain lasting value, with an average tenure of 8+ years.

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 and risk profiles, statement extraction, dashboards, and templates, giving trust and investment leadership the governance and visibility needed to manage risk, document decisions, and ensure consistency across the organization.

YCharts

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, from risk assessment through proposal delivery, without rebuilding workflows from scratch.

YCharts

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.

YCharts

Trusted by industry leaders, including…

UMB logo

“ 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

Why Migrate Your
Entire Organization?

Give CIOs, investment committees, and research teams the control they need and advisors the tools they want.

Portfolio Risk Analysis
Data Analysis
Charting
Empower CIOs and investment teams with deep portfolio analytics, risk views, and exposure analysis across households, models, and strategies. Drill into factor, sector, and security-level risk to support oversight, investment committee decisions, and examination-ready documentation.
Data, Research & Screening
Bonds
Alts
Access institution-grade market, fund, and security data in a modern interface that both analysts and advisors will love. Create firm-approved screens and watchlists that guide product selection for RIAs, banks, and trust departments alike.
Bespoke Proposals
Communications
Branding
Standardize how every advisor tells the firm’s investment story with compliant, on-brand proposals and performance reports.
Generate side-by-side comparisons and clear visuals that resonate with end clients and committees.
Governance & Oversight
Integrations
Teams
Leverage governance controls, role-based permissions, and audit-friendly workflows to support CIOs, risk teams, and compliance.
Connect YCharts to your portfolio accounting, CRM, and custodial systems to unlock a unified, enterprise-wide view of activity, adoption, and outcomes.
Compliance Management
Report History
Disclosures
Unlock enterprise-scale compliance by standardizing disclosures, automating report templates, and providing oversight controls that ensure every advisor and office is aligned with regulatory requirements.
Risk & Proposal Manager
Risk Alignment
Document risk tolerance and account objectives, build proposals grounded in them, and manage every relationship from one consolidated view. Firm-approved risk profiles and questionnaire templates keep officers consistent, while a book-of-business dashboard gives leadership visibility into risk alignment, performance, and engagement priorities across the organization.

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.

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See What YCharts Can Do For Your Firm

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