Increase Assets Under Management

Request a Demo

Model Portfolios

Show prospects the value you add

Visualize hypothetical performance, track and monitor key metrics and validate your investment ideas. Model Portfolios aid in communicating investment strategies and enable holistic research that drives outperformance.

Explore Model Portfolios

Custom Reports

Win more business with tailored sales collateral

Build portfolio reports and prospecting collateral that align with the strengths of your firm and investment management strategy. Portfolio and security reports are customizable to match your branding, highlight metrics you find most important, and include your firm’s disclosures.

Explore Custom Reports

Stock & Fund Screeners

Build a strategy that outperforms

Generate new investment ideas and uncover strengths or weaknesses in securities lists. Best-in-class screeners enable data-driven comparisons of stocks, mutual funds and ETFs to help grow your portfolios and attract new business.

Explore the Stock Screener

Burton Enright Welch adds efficiency to investment committee and client meetings

BEW was searching for a modern tool that met their investment research needs and could turn that financial data into client demonstratives. YCharts proved its value by enabling better prospect conversations and decision making by investment managers.

Read More Case Studies

Let the platform speak for itself.

Sign up for a 7-day free trial to see what YCharts can do for you.

Start Your 7-Day Free Trial

Talk to one of our experts.

Request a demo to have one of our product specialists walk you through the platform.

Request a demo