YCharts for Large RIAs, Broker-Dealers, IBDs & OSJs
Empower Advisors. Drive Firm Success.
To achieve organic growth firm-wide, large organizations need tools that streamline workflows, increase efficiencies, and unify teams. YCharts equips advisors with the insights and tools to drive client outcomes while enabling home offices to maintain consistency, compliance, and alignment across all regions and offices.
From the Home Office to Advisors in the Field
YCharts bridges the gap between home offices and advisors, aligning strategies with execution.
For Home Offices: Empower advisors with real-time access to firm-approved models and strategies, standardized proposal templates, and compliance-ready tools that streamline oversight and ensure consistency.
For Advisors: Enhance client engagement, research firm models, and discover new opportunities with intuitive tools designed to save time and win new business.
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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