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.
Engage your clients with a compelling narrative
Organize, add, or exclude any visuals or data of your choosing to tell a compelling story. Leverage our investment reporting software’s pre-built templates with varying focal points and page lengths, or customize reports based on the client or prospect you’re meeting with.
Customize reports with your preferred data, logo, and colors
Report Builder enables you to drag-and-drop your ideal visuals and data, add your firm’s logo, colors, and custom disclosures, and create impactful talk tracks for every interaction. Investment Policy Statements (IPS), financial plan information, and market outlooks can also be uploaded to fit seamlessly with YCharts-powered content.
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.