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YCharts

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 foster engaging conversations while connecting the dots between your recommendations and what’s most important to your clients. Leverage a combination of text and visualization modules to effectively showcase your strategies’ strengths and competitors’ weaknesses. Create and share report templates for seamless collaboration among colleagues, enabling your team to gather new assets with ease.

YCharts

Illustrate your investment analysis and portfolio strategy

Generate customized investment reports and PDF presentations with 30+ modules encompassing returns, risk, allocations, exposures, and holdings breakdowns, using an intuitive drag-and-drop designer tool to create the ideal investment report for your next client or prospect conversation. Incorporate saved assets like charts, data tables, and clean 1-page tearsheet modules, along with economic data for efficient preparation and tailored proposals.

YCharts

Customize with your preferred data, firm branding & custom disclosures

Add your firm’s logo, colors, and custom disclosure to create impactful talk tracks for any interaction. Firm investment objectives, team bios, investment policies, financial plan information, market outlooks, among other important marketing material can also be uploaded to fit alongside YCharts-powered content. Additionally, leverage FINRA-reviewed and SEC-compliant report templates, including Overview & Comparison reports, to promote compliance best practices for your whole team.

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See what YCharts can do for you.

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