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YCharts

Custom Reports

Tell better, more engaging stories and compel action with dynamic sales and meeting collateral.

Create proposals to win new business

Present your proposed investment strategy alongside a prospect’s current portfolio to highlight the strength of your recommendations. Any model or client portfolio, mutual fund, ETF, Separate Account, or other security can be added and compared against each other or a custom, blended benchmark.

YCharts

Engage your clients with a compelling narrative

Organize, add, or exclude any visuals or data of your choosing to tell a compelling story. Use pre-built templates with varying focal points and page lengths, or customize reports based on the client or prospect you’re meeting with.

YCharts

Customize reports with your preferred data, logo, and colors

Create a cohesive client experience by adding a personalized cover page, your firm’s logo and colors, and custom disclosures to every report. To focus or expand conversations, leverage template options that range from one-page fact sheets to comprehensive overviews.

YCharts

Ensure compliance across your whole team

Leverage FINRA-reviewed and SEC-compliant report templates to promote compliance best practices for your whole team. Your custom disclosures can be added to any output created in YCharts, and all report exports are logged for quick and easy reference in the future.

YCharts

YCharts

See YCharts in action with the help of a product expert.