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YCharts

Win Advisor Mindshare. Earn Model Allocations. Scale Distribution Impact.

YCharts helps asset managers strengthen every stage of distribution, from pre-meeting positioning to post-meeting follow-up; enhancing consistency, quality, and growth in model allocations.

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Success in Advisor Engagement and Model Wins

96% Wholesalers recommend YCharts,with 70% adoption across the largest asset managers.

9 in 10 wholesalers say YCharts improves how they position funds with advisors, making differentiation and portfolio fit more clear.

9 out of 10 wholesalers report that YCharts has helped or is expected to help win or expand model allocations.

A Dynamic, Competitive Advantage

YCharts empowers distribution teams to compare strategies, overcome objections, and answer advisor questions in real time. This strengthens relationships, drives decisions forward, and reduces “I’ll get back to you” moments.

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Compliantly Accelerate Sales Cycles

Not only do firm-approved templates help fund managers, OCIOs, and alternative asset managers deliver compliant, real-time follow-up, but they also reduce back-office strain, speed sales cycles, and win more business with advisors.

YCharts

Present Where Advisors Already Make Decisions 

9 in 10 wholesalers say YCharts meaningfully improves advisor presentations and engagement. Each conversation is powered by the same platform thousands of advisors use daily to analyze portfolios and make investment decisions.

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“ At the point of sale, harnessing the power of visualization with an advisor can lead to more effective outcomes, increased engagement, better retention of knowledge, and of course higher sales and deeper relationships. YCharts is the equivalent of bringing a gun to a fist fight.”

Larry Milder, Head of National Sales at Catalyst Funds

Deliver Consistent,
In-Meeting Impact 

Give distribution teams the tools to position solutions, respond in real time, and accelerate outcomes consistently, compliantly, and at scale.

Allocation Winning Visuals
Fundamental Charts Scatter Plot Economic Indicators
Equip teams with visuals that show how a strategy compares to peers, performs across market environments, and fits within portfolios, helping advisors quickly assess relevance and allocation potential.
Competitor Analysis
Fund Screener Comp Tables
Quickly compare strategies against peers to surface competitive strengths. Support conversations around performance, risk, flows, and portfolio fit, before meetings and in real time with advisors.
Compliant Reports
Reports
Generate compliant, firm-approved reports that wholesalers can share immediately after meetings. Maintain consistency across teams while reducing reliance on back-office resources and speeding sales cycles.
Team-Wide Alignment
Shareable Visuals Dashboards
Align distribution teams around a shared set of data, visuals, and narratives. Share dashboards and insights across regions to ensure consistent strategy positioning and messaging.
Fund Flow Insights
Fund Flow Report
Arm teams with timely fund flow insights to support allocation discussions and explain shifts in advisor behavior.
Communities
Coming Soon…
Share visuals, insights, and investment ideas directly within the platform advisors already use for research and client communication, putting your market perspective in front of thousands of advisors where investment decisions are made.

Differentiate Your Strategies Where Decisions Are Made

YCharts helps asset managers transform advisor meetings into allocation opportunities. Distribution teams compare strategies instantly, overcome objections with data-backed visuals, and deliver compliant materials immediately after conversations.

Teams improve meeting impact with greater consistency while strengthening positioning and accelerating model adoption.

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Featured Insights

Stay ahead of where assets are moving to ground your outreach in current allocation trends.

7 Categories Where Advisors Chose ETFs Over Mutual Funds in 2025

In 2025, there were large outflows from mutual funds offset by matching (or larger) ETF inflows across seven major equity and income categories. The data shows wrapper choice has become structural, driven by cost, tax efficiency, and model portfolio scalability.
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How YCharts Helps Asset Managers Secure Assets in the Model Explosion

Model portfolios hold roughly $8T and are projected to reach $13T by 2029. YCharts helps asset managers win adoption with side-by-side comparisons, instant statement analysis, and scalable, branded reporting that turns positioning into actual usage.
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Monthly Fund Flow Report

YCharts publishes two reports that compile recent and historical fund flows at both the aggregate and individual fund levels. Receive these reports directly in your inbox for a clear view of current capital flow trends—all in just a few pages—to help inform your conversations with prospects and clients.
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See How YCharts Can Power Your Team

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