Resources
Access webinars, blogs, white papers, slide decks, how-to videos & other tailored financial advisor resources to elevate your game and share with clients.
Upcoming Webinars
In this webinar, YCharts joins Redtail to:
- Explore how to seamlessly import portfolio data from Redtail to YCharts.
- Uncover popular portfolio optimization tools and portfolio-building workflows to supercharge your analysis across both platforms.
- Highlight powerful integration features for elevating your proposal generation, client communication, and more! Subscription when you sign up for this event!
- Highlight powerful integration features for elevating your proposal generation, client communication, and more!
In this webinar, Schwab joins YCharts to:
- Experience the convenience of a centralized hub for financial research and client communication, for maximizing efficiency and leveraging both platforms to their fullest potential.
- Uncover efficient workflows for importing iRebal® models into YCharts, enhancing research, analysis, and optimization processes for elevated portfolio management.
- Explore YCharts’ first two-way API integration, enabling seamless client communication with robust comparison and proposal reports.
YCharts University
Every week we review a handful of powerful workflows to help you get the most from YCharts!
Monthly Skill Sessions
Each month our team reviews top use cases & best practices for one tool on the YCharts platform.
Blog
Decks & White Papers
Sharable slide decks and in-depth research to help answer the questions your clients are asking
2024 Advisor – Client Communication Survey
Involving nearly 800 clients of financial advisors, this survey uncovers what & how clients want to hear from their advisors and provides communication best practices that advisors can implement to achieve higher retention rates.
The Best Performing ETFs of 2023
Compare top Equity and Fixed Income ETF strategies with customizable screens, tables, and charts.
The Top 10 Visuals for Clients and Prospects
This free deck is filled with insightful visuals that illustrate key investing concepts for clients and prospects, arming advisors with another resource for AUM growth and retention.
View Past Webinars and Product Demos on our YouTube Channel
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