Quick Extract
Compare Real Client Portfolios to Your Recommendations
Eliminate Manual Portfolio Intake
Quick Extract captures holdings data from uploaded portfolio files, including statements, spreadsheets, images, and screenshots, and loads it directly into YCharts. Powered by AI, the process takes seconds, so you can spend less time on data entry and more time engaging with clients and growing your business.
Show Your Recommendation in Context
Using real portfolio data, you can compare a prospect’s current portfolio to your recommended approach. This makes it easier to explain tradeoffs, highlight potential improvements, and help clients understand the value of your recommendations.
Turn Conversations Into Proposals
With portfolio data ready, you can answer questions, run analysis, and generate client-winning proposals during the same meeting. Clients leave with clear next steps and a tangible takeaway, helping you maintain momentum and move opportunities forward.
