Proposals
Illustrate the unmatched value your strategy provides.
Create High-Impact Presentations to Spur Engaging Conversations
Ensure meetings are more impactful with personalized proposals that connect your recommendations to what matters most. Upload client statements with Quick Extract to capture existing holdings and compare the current portfolio to your recommended approach. Use clear visuals and focused commentary to explain key differences, reinforce your investment philosophy, and support stronger conversations. Create and share compliant, pre-approved report templates for seamless collaboration across your team, helping you gather new assets with confidence.
Turn a Statement into a Ready-to-Present Proposal
Upload a prospect’s statement with Quick Extract to capture their holdings in seconds, then tell Y, the YCharts AI agent, what you need. Y compares their current portfolio to your recommended approach and builds a proposal with talking points included, so you spend your time on the conversation, not the assembly.
Learn how YCharts can streamline your proposal generation
Proposals as Strong as Your Strategy
Build custom presentations from 30+ drag-and-drop modules covering returns, risk, allocations, exposures, transition analysis, and holdings. Pull in charts, tables, and tearsheets you’ve already built in YCharts instead of starting from scratch, and rearrange any layout on the fly. Go as deep as the moment calls for, from a one-page summary to a full data-rich report.
Your Brand, Your Disclosures, Your Standards
Apply your firm’s logo, colors, and custom disclosures to every report, and add investment objectives, team bios, and market outlooks alongside YCharts-powered content. Standardize on FINRA-reviewed and SEC-compliant templates, including Overview and Comparison reports, to keep communications consistent and reduce compliance risk across your team.
See what YCharts can do for you.
Talk to one of our experts.
Reach out for a personalized demo with a YCharts product specialist.
