Support & Lead Advisor Teams
Equip advisor teams with tools to increase efficiency, grow AUM, and improve client outcomes.
Increase Advisor Efficiency with Intuitive Tools
Streamline advisor workflows and improve productivity across teams with a fast, intuitive platform. Automated processes and pre-built templates simplify research, reporting, and client communication, saving advisors an average of 3.6 hours per week according to a YCharts client survey.
Empower Advisors to Own Their Business Growth
Enable your advisors to deliver a consistent, branded client experience with customizable charts and reports. Standardize presentations with firm-approved logos, colors, and disclosures. Our purpose-built tools and dedicated client support team help advisors grow their practices and meet compliance requirements.
Position Your Proprietary Models to Grow AUM
Showcase proprietary models and preferred strategies with intuitive tools that simplify comparisons and presentations. Advisors can directly evaluate and position firm-managed models against competitor strategies, clearly demonstrating their advantages. YCharts empowers your team to highlight key differentiators, build client confidence, and drive AUM growth.
Case Study
Integrated Partners
The Challenge
Integrated works with over a hundred financial advisors across 40 regional offices and needed an all-in-one solution for portfolios with remote access capabilities. The ideal tool would help the central office build out model portfolios for different investment strategies and share them with their advisors in the field. A user-friendly solution for portfolio comparisons and generating sales collateral was also a must, for enabling advisors to present Integrated’s strategies to clients.
The Solution
YCharts proved to be a valuable tool for Integrated by streamlining communication between the central team and partner advisors. Not only that, but advisors were finally able to share clean and compelling visuals via customizable PDF reports. Integrated’s advisors have told the central office that without YCharts, they’re not sure how anyone could stay up-to-date and present models to clients.
The Playbook
Portfolios
Custom Reports
See What YCharts Can Do for You.
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