Aligning home office goals & advisors in the field
Grow AUM in firm models, increase advisor productivity, and promote compliance best practices across all your teams.
Position your firm’s models for AUM growth
Whether managing portfolios for advisors within your firm or outside of it, sharing and collaboration features give real-time access to your strategies and ongoing changes. Advisors then run comparisons, create proposals, and deepen their understanding of your firm’s models.
Increase productivity with automated workflows
While investment management is a core part of every advisor’s job, it shouldn’t be your entire job. Designed with advisors’ goals and daily needs in mind, YCharts includes pre-built research and visual templates, automated workflows, and click-to-create portfolio reports.
Proactively address compliance needs & best practices
Ensure financial advisor compliance standards are met by automatically pushing home-office approved report templates & recommended research lists to every user’s account. YCharts also offers FINRA-reviewed and SEC compliant report templates.
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.
Talk to one of our Experts.
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