Report Builder
Customize your ideal investment reports and presentations for clients, prospects, and colleagues.
Choose from dozens of modules to build the perfect report
Report Builder is an intuitive, drag-and-drop tool that lets you create fully customized investment reports and PDF presentations. Choose from 30+ modules covering returns, risk, allocations, exposures, holdings breakdowns, and more to structure your analysis the way you want to present it. Dynamic templates with locked elements, such as required disclosures, help firms maintain compliance and brand standards while giving advisors flexibility where it matters.
Create high-impact presentations to spur engaging conversations
Bring your firm’s research, disclosures, and portfolio analysis together in one cohesive presentation. Upload Investment Policy Statements, proprietary research materials, and other documents, then combine them with YCharts-powered modules to support your recommendations. Everything lives in a single report, so client conversations stay focused and clear.
See Report Builder in Action
Illustrate your investment analysis and portfolio strategy
Turn your analysis into client-ready materials without starting from scratch. Use your charts, data tables, one-page tearsheets, and economic data to quickly build tailored proposals. Rearrange layouts instantly with the drag-and-drop designer to adapt your narrative as conversations evolve.
Share reports and templates across teams with ease
Start from firm-approved templates when preparing reports for clients and prospects. Create and centrally distribute report templates to ensure consistent, compliance-ready materials across your organization. Required disclosures and branding are built in from the start, giving advisors a strong foundation while supporting firm standards.
