From Hours to Minutes: Streamlining Proposal Generation to Close New Business Faster

Financial advisors face mounting pressure to create engaging, compliant investment proposals while managing increasing client loads. Traditional proposal creation often involves spending hours of time switching between multiple tools, ensuring the satisfaction of compliance requirements, and formatting reports–time that could be better spent serving clients.

Eliminating the Application Silo to Revolutionize Proposal Generation

YCharts has transformed this process through an intuitive proposal generation platform featuring over 30 customizable report modules as well as dozens of pre-built templates. The platform’s drag-and-drop functionality allows advisors to create sophisticated, personalized proposals in minutes rather than hours.

YCharts enables teams to collaborate seamlessly on a single platform, simplify the tech stack, save time with reusable templates, and maintain consistency across client communications—all while eliminating the inefficiencies of juggling multiple applications.

Going Beyond Basic Proposal Customization

Modern clients expect more than generic, cookie-cutter investment proposals. YCharts enables advisors to deliver exceptional value through:

Comprehensive Branding Integration: Firms can incorporate their unique branding elements such as a company logo and color scheme to create proposals that reflect their professional identity and provide a consistent brand experience

Client-Specific Analysis: Each module can be tailored with personalized data and insights relevant to individual client situations

Dynamic Content Updates: Real-time data integration ensures proposals remain current and accurate

Report templates can be customized at the firm-level, allowing enterprise organizations to maintain brand consistency while giving individual advisors the flexibility to address specific client needs.

Built-in Compliance Peace of Mind

Perhaps most valuable is YCharts’ commitment to regulatory compliance. Every template is FINRA-reviewed and SEC-compliant, removing anxiety and giving compliance officers peace of mind during regulatory review. This built-in, firm-level compliance framework ensures that all reports are customizable yet compliant with regulations such as the SEC Marketing Rule, helping to reduce regulatory risks.

Transforming Team Collaboration

The platform enables seamless collaboration across advisory teams, with shared templates and standardized formats creating consistency in client communications while allowing for individual customization. This systematic approach significantly reduces the time spent on proposal generation while improving overall quality.

Would you like to see how YCharts can transform your proposal process? We’d be happy to provide you with a sample proposal report fully customized to your firm’s branding and specific requirements. Contact us today to get started.

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

1. Want to see how YCharts can transform your proposal process?

Calculate Your ROI with YCharts and discover the impact on your proposal workflows.

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

3. Want to test out YCharts for free?

Start a no-risk 7-Day Free Trial.

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