Competitive Intel & Lead Generation
Support your distribution teams at every step of the sales process.
Show advisors the impact of your funds on their portfolio
Optimize model strategies by identifying replacement opportunities by highlighting the benefits of your fund recommendations with customizable reports to effectively drive advisor conversations.
Identify prospects by leveraging market data
Even before contacting an advisor, internals can set their external up for success with our mutual fund comparison tool by tracking and identifying funds that are losing assets, suffering poor performance, or are anticipating large distributions.
“ An intuitive software, presented in a clean & efficient format that helps my clients better understand the products they choose to implement.”
– Wholesaler Using YCharts
“ 92% of wholesalers agree that YCharts has helped remove friction from their sales process ”
– From a Survey of Wholesalers Using YCharts
Ensure your team is up-to-date on fund family performance & market trends
Bolster home office talking points and fund strengths for externals by creating powerful context, highlighting desired fund attributes, and share collateral with all relevant stakeholders.
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.