Proposals
Stop stitching together tools. Start having better client conversations.
Every Great Proposal Starts with Context
Great proposals start before you open a single tool. The more you know about a client’s portfolio, risk profile, and history going in, the sharper your recommendation. Risk & Proposal Manager brings all of that into one connected workspace, so you walk into every conversation ready to make recommendations that are relevant, defensible, and easy to explain.
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.
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Reach out for a personalized demo with a YCharts product specialist.
