
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.
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.
See how you can leverage Custom Reports
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.
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.