Making Tax-Loss Harvesting Easy with YCharts

As year-end approaches, nearly every advisor is thinking about taxes for their clients; how to harvest losses and maximize after-tax returns. With YCharts, help advisors think through their tax-loss harvesting process, making sure it is efficient and collaborative.  First, use YCharts Comp Tables to identify a portfolio’s losers — which funds have sold off this … Continued

Introducing Model Portfolio Overview Reports

YCharts Professional users can now generate Model Portfolio Overview Reports, in just a few clicks, for any model portfolio, investment strategy, or blended benchmark. With this new functionality, YCharts will work with users to customize reports with their firm’s logo and color scheme, plus 17 different modules that cover returns, performance, exposures, risk, composition, and … Continued