From Financial Plan to Investment Proposals with eMoney and YCharts

Advisors spend their days building financial plans, managing portfolios, and guiding clients toward their goals. But when the tools that support those efforts operate independently, it can slow down investment proposal prep and make it harder to tie recommendations back to each client’s plan.

YCharts now integrates with eMoney to solve that.

This integration connects your planning platform with YCharts’ research and proposal tools, allowing you to create personalized, professional proposals in less time.

Move from Plan to Proposal Without Rebuilding Portfolios

When used together, eMoney and YCharts support key parts of the client experience. This new integration makes it easier to switch between them by enabling direct portfolio imports from eMoney into YCharts.

Once connected, portfolios appear in your YCharts account with no need to download files or re-enter data. It’s a faster, more organized way to move from planning to proposals while keeping information consistent throughout.

Align Investment Proposals with Each Client’s Plan

Proposals show clients how your investment decisions support their goals, not just performance metrics. After importing a portfolio, YCharts helps you bring that story to life with visuals, insights, and customization.

You can:

• Compare a client’s portfolio to your recommended model
• Visualize performance, allocation, and risk characteristics
• Use Risk Profiles to validate alignment with client preferences

By combining planning inputs with proposal-building tools, you can clearly show how your recommendations support the client’s broader strategy. 

For ideas to enhance your proposal presentation and build trust from day one, explore our guide to structuring prospect meetings.

Prepare for Every Meeting with Confidence

Whether you’re meeting a new prospect or preparing for an annual review, quick access to portfolios helps you deliver thoughtful, data-driven proposals that reflect the full household picture. It also keeps planning and investment teams aligned by making sure everyone works from the same set of information.

Get Started with the eMoney Integration

The integration is now available for firms using both platforms. Setup takes less than a few minutes, and once enabled, eMoney portfolios will automatically appear in your YCharts account, ready for analysis, visualization, or proposal creation.

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Whenever you’re ready, here’s how YCharts can help you:

Want to know how much time you could save with connected tools?

Use our ROI Calculator to see the impact of faster proposal prep and fewer manual steps.

2. Looking to move on from your investment research and analytics platform?

Ready to try YCharts for yourself?

Start a no-risk 7-day free trial and experience the integration firsthand.

Disclaimer

©2025 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report, please go to: ycharts.com/about/disclosure