YCharts for Advisors
Spend less time swivel-chairing and more time building client relationships. YCharts simplifies proposal generation, portfolio construction, and client engagement, helping you grow AUM and deliver better outcomes.
Acquire Clients & Grow AUM
Whether you’re prospecting new clients or strengthening ties with existing ones, effective communication is at the heart of every advisor-client relationship.
YCharts helps you stand out by presenting portfolio strengths, navigating complex conversations with confidence, and delivering a consistent client experience across all communication channels. With tools that streamline meeting preparation and create impactful visuals, you can easily capture attention, build trust, and grow your book of business.
Create & Share Investment Insights
YCharts bridges the gap between uncovering investment insights and communicating them effectively to clients and prospects.
Use tools designed to build better portfolio strategies, run comparisons for due diligence, and create compelling visuals to include in meetings, newsletters, or blogs. From educating clients on market trends to showcasing your expertise, YCharts helps you transform complex data into clear, actionable insights that drive meaningful conversations.
See How YCharts Helps Financial Advisors
Analyze & Research Securities
As an advisor, your time is valuable, and research shouldn’t dominate your day.
YCharts combines expansive market and economic data with automation to help you efficiently analyze securities and identify opportunities. With tools tailored for advisor workflows—such as pre-built templates, filters, and side-by-side comparisons—you can focus on delivering well-researched recommendations to clients, ensuring they achieve their financial goals.
Case Study
Whelan Financial
The Challenge
For years Whelan Financial was subjected to bogged-down research processes due to clunky data providers and cumbersome user interfaces. Their previous research platform made it difficult to visualize and analyze data, so rather than focusing on investment research, they spent valuable time maneuvering tricky data outputs.
“Our biggest pain point was an inability to access the data we needed. Functionality was so limited, that it took way too long to perform the research we wanted to do. Not only that, but we weren’t able to use the data for client presentations either.”
The Solution
Today, with easy access to data and a uniform, collaborative workflow, Whelan Financial investment research operates smoothly. The firm’s commitment to aligning and expediting its research workflow has led them to use nearly every tool on the YCharts platform.
“Once we established our workflows, we saved so much time. Having the ease of YCharts at your fingertips allows for higher quality investment research. YCharts is the next step in the evolutionary process of being able to research investments, construct portfolios, and make optimal decisions for our clients and their financial goals.”
Portfolios
Fund Screener
Support & Lead Advisor Teams
YCharts equips advisors to focus on client relationships and business growth while giving leadership the tools to align and support teams.
Advisors benefit from streamlined workflows for due diligence, asset gathering, and meeting preparation, enabling them to grow AUM and deliver better client outcomes. For leadership, YCharts streamlines model delivery, ensures compliance through standardized reporting, and creates a unified approach across advisor teams.
See What YCharts Can Do for You.
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