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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

Integrated Partners


The Challenge

Working with over 100 financial advisors across 40 regional offices, Integrated Partners needed an all-in-one solution for promoting their managed model portfolios. “We needed an easy-to-use tool to effectively communicate and build awareness with our advisors,” said Dr. Rob Brown, PhD CFA

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The Solution

Dr. Brown and the Integrated team used YCharts to streamline communication with their partner advisors, and also provided compelling, customizable reports to aid in asset gathering.

Top Tools:

Model Portfolios

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Custom Reports

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See What YCharts Can Do for You.

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