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Custom Reports

Win more business with tailored sales collateral

Build portfolio reports and prospecting collateral that align with the strengths of your firm and investment management strategy. Portfolio and security reports are customizable to match your branding, disclosure, and composition needs, and can also ensure FINRA compliance utilizing our Portfolio Overview and Comparison reports.

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YCharts Excel Add-in

Automate & share your market research

Another resource when creating client reports or visuals is the powerful YCharts Excel Add-In. Leverage more than 30 bespoke templates, ranging from side-by-side portfolio comparisons down to single company analyses. Customizability and branding help create impactful touch points and highlight your value-add to clients and prospects.

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Fundamental Charts

Create visuals to share your insights

Answer client questions or compare stocks, mutual funds and ETFs on nearly any metric. Fundamental Charts make even the most complex analyses more visual, intuitive and shareable. To share with clients and prospects, add your firm’s logo and distribute via email, blog, newsletter or social media.

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BDF saves time & resources with YCharts

With $4 billion in assets under management, Balasa Dinverno Foltz, LLC leverages YCharts Enterprise to streamline their research process, collaborate on investment strategies, and communicate with clients and prospects.

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Talk to one of our experts.

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