Our team—often joined by industry thought leaders—shares insights, best practices, and market trends for advisors & asset managers.
Join Samantha Russell, Chief Evangelist of FMG, and Sean Brown, as they discuss:
- Navigating a clients’ evolving communication expectations in today’s market environment
- Best practices for communicating effectively to improve client retention and referrals
- New survey insights from YCharts’ research report to help you create a comprehensive communication plan that prioritizes your clients’ needs
Tuesday, Apr 4, 2023
2:00 pm ET / 1:00 pm CTSave My Seat →
In this webinar, SS&C Black Diamond joins YCharts to review:
- How to seamlessly import portfolio data from Black Diamond into YCharts
- Impactful workflows for analyzing portfolios, understanding their strengths & weaknesses, and testing allocation changes
- Customizable report templates and other visuals for client and prospect meetings
Thursday, Apr 6, 2023
12:00 pm ET / 11:00 am CTSave My Seat →
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.