YCharts for Large RIAs, Broker-Dealers, IBDs & OSJs
Supercharge your advisory firm’s growth
Larger organizations need tools that help each advisor flourish, while also aligning them with firm-wide goals. With purpose-built features to collaborate across teams and offices, streamline report creation, and ensure adherence to compliance standards, YCharts equips all your advisors for growth.
From the home office to advisors in the field
Position your proprietary models for AUM growth, increase advisor productivity with easy-to-use tools & automated workflows, and proactively address broker dealer compliance needs across regions and offices. YCharts is the bridge connecting each advisor’s practice to the home office’s ecosystem.
See How YCharts Helps Large RIAs, Broker-Dealers, IBDs & OSJs
Case Study
Savant Wealth Management
The Challenge
As Savant’s array of financial services offerings grew over time, the organization found itself using many different systems for investment analysis, portfolio construction, market monitoring, charting, and client communication needs such as proposal generation.
“We reached a point where managing multiple systems was no longer viable,” says Gina Beall, CIMA®, Director of Investment Research at Savant. “We needed a unified platform that could centralize these processes, empowering our advisors to act quickly and independently, while ensuring consistency across the firm.”
The Solution
One system allowed Savant’s entire staff to perform their duties efficiently. The research team could upload, change, and distribute model strategies, while advisors were equipped with the necessary tools to communicate real-time portfolio updates and investing concepts to clients.
Top Tools:
Portfolios
Proposals
See What YCharts Can Do for You.
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