Build & Manage Fund Strategies
Optimize your research and analysis to stand out from the competition.
Identify and Share the Optimal Way to Position Funds
Understand where a strategy stands out relative to competitors, and create tailored sales enablement collateral to share with client-facing teams. YCharts helps you zero in on a fund’s relative strengths using peer groups and metrics of interest.
Efficiently Monitor Funds & Portfolios
Efficiently monitor portfolio performance, allocations, and holdings in real-time. Ensure your team always has access to home office insights, and communicate strategy updates and key metrics like fund flows, NAV, and total return effectively no matter where they might be.
“ There isn’t a platform out there that allows for quicker ‘plug and play’ analysis than YCharts.”
– Wholesaler Using YCharts
“ 89% of wholesalers say that YCharts has helped them win new business.”
– From a Survey of Wholesalers Using YCharts
Arm Teams with Sales Collateral and Talking Points
Highlight your fund family’s strengths, and how individual funds stack up against competitors by drawing on a vast universe of peer funds and financial metrics. With compelling talking points and insights on-hand, externals are well-positioned to deliver engaging sales pitches.
See What YCharts Can Do for You.
Talk to one of our Experts.
Request a demo to have one of our product specialists walk you through the platform.