Skip to content
YCharts

Lead Distribution Teams

Ensure product alignment from regional sales leaders to externals in the field.

Align distributions teams around fund family strengths

When distribution teams rally around fund family strengths and leverage shared sales collateral, it can be an AUM difference maker. YCharts connects your entire team, making it easy for the home office to supply their externals with insights and answers.

YCharts

Foster collaboration between your sales & distribution teams

Empower your teams to build awareness around fund strengths and competitor weaknesses when meeting with an advisor. Send periodic updates to all stakeholders that include customizable charts, performance tables, and earnings calendars for your fund family and largest holdings.

YCharts

Build intelligence around competitor funds

With YCharts, you can identify your fund family’s strengths and weaknesses as well as find the funds that might try to displace you. Understand the competitive landscape utilizing the 4,000+ financial metrics available to gain a competitive edge.

YCharts

YCharts

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.