Spend more time winning business.
YCharts' AI-enabled platform turns time spent on research, portfolio construction, and proposals from hours into minutes, freeing you to focus on relationships that grow your practice.
Success is in the Numbers
Create & Share Investment Insights
YCharts bridges the gap between uncovering investment insights and communicating them effectively to clients and prospects.
From educating clients on market trends to showcasing your expertise, YCharts helps you transform complex data into clear, actionable insights that drive meaningful conversations. For advisors interested in using AI, YCharts’ AI Agent, Y, can help turn those insights into client-ready materials, commentary, and other content in a fraction of the time.
Analyze & Research Securities
As an advisor, your time is valuable, and research shouldn’t dominate your day.
With tools automated to help you efficiently analyze securities and identify opportunities, you can focus on delivering well-researched recommendations to clients, ensuring they achieve their financial goals.
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 can benefit from streamlined workflows and YCharts’ AI Agent, Y, 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 How YCharts Helps Financial Advisors
Case Study
Hawthorne Capital Wealth Advisors
THE CHALLENGE
At Hawthorne, clarity and customization drive every client interaction. But as the firm’s planning services and AUM grew, so did the demand for fast, accurate, client-ready investment communication. Legacy tools slowed down ETF and fund analysis and forced advisors to juggle multiple systems with inconsistent workflows. Founders Brian Bachlier, Dennis Hennessy, and Michael Weisman needed a platform that could keep pace: one that delivered fast, intuitive research tools and polished visuals without the drag of outdated systems.
THE SOLUTION
What began as a personalized trial quickly became essential to Hawthorne’s daily workflow. Snapshot visuals, ETF lookups, and instant deliverables help the team serve clients faster and more confidently, from manager research to live client meetings, where advisors run performance comparisons and on-the-fly research that turn questions into answers on the spot. With multiple licenses, the team shares portfolios, research, and report templates across the firm, keeping deliverables consistent and cutting duplicated work. Usage is now nearly double the industry average for investment research tools: the firm drives 70% of its portfolio management discussions through YCharts, saves Brian more than 10 hours a month, and has grown platform adoption by over 140% since onboarding.
Report Builder
Trusted by leading advisors, including…
