YCharts Webinars

Join us to discover how the new eMoney + YCharts integration connects financial planning and portfolio analysis to streamline proposal creation, and see what’s possible when you take your workflow a step further.

We’ll cover how to:

• Import client holdings from eMoney into YCharts in seconds
• Highlight portfolio risk, allocation, and performance in ways clients understand
• Present proposals and reports that reinforce your recommendations and value

Whether you’re refining your current process or exploring new ways to deliver advice that’s personalized and easy to act on, you’ll see how YCharts can help you prepare for meetings faster, connect recommendations to client goals, and deliver a more engaging client experience.