Align Home Office Strategy with Advisor Execution
Unite home office leadership and field advisors with tools that align strategies and enhance productivity. YCharts provides real-time updates, automated workflows, and streamlines compliance, helping your team deliver consistent client communication and grow AUM.
Position Your Firm’s Models for AUM Growth
Drive adoption of firm-approved strategies with real-time model sharing and collaboration tools. Advisors can run comparisons, create proposals, and confidently communicate the value of your firm’s models to their clients.
Increase Productivity with Automated Workflows
Save time and focus on what matters most—your clients. YCharts streamlines investment management with automated workflows, pre-built templates, and easy-to-create reports, helping advisors and teams work smarter and serve clients better at every step.
Proactively Address Compliance Needs & Best Practices
Ensure firm-wide compliance by automatically pushing home-office-approved report templates and research lists to advisors. YCharts equips your team with the tools needed to meet regulatory standards while staying focused on client success.
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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