Proposals
Illustrates 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.
Illustrate your investment analysis and portfolio strategy.
Generate customized investment reports, client proposals, and PDF presentations using 30+ drag-and-drop modules covering returns, risk, allocations, exposures, transition analysis, and holdings breakdowns. Repurpose saved charts, data tables, and one-page tearsheets, and incorporate economic data to accelerate prep and tailor each proposal to the conversation at hand.
Learn how YCharts can streamline your proposal generation
Customize with your preferred data, firm branding & custom disclosures
Apply your firm’s logo, colors, and custom disclosures to deliver polished, branded proposals for every interaction. Upload firm investment objectives, team bios, investment policies, financial plan information, market outlooks, and other important marketing material to fit alongside YCharts-powered content. Additionally, leverage FINRA-reviewed and SEC-compliant report templates, including Overview and Comparison reports, to standardize client communications 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.
