At YCharts, we've spent nearly two decades building workflows that serve asset and wealth management professionals, and every one of those workflows has been compliance and regulatory validated. Our AI features are no different. They're designed to deliver integrated, proven advisor workflows with compliance-safe outputs built in.

Custom Disclosure Language

Our AI assistant, Y, supports customizable disclosure language, allowing you to align all AI-generated outputs with your firm's communication standards. Tailor disclosures to fit internal guidelines or client-facing expectations, ensuring every AI-generated insight, chart, or explanation is consistent with your compliance requirements.

PDF Reports with Compliance Controls

Our Report Builder includes expanded compliance controls, giving advisors flexibility to tailor reports while compliance departments can lock required sections like disclosures and cover pages. Custom performance disclosure language can appear on any page that includes performance metrics, helping standardize reporting and support firm-specific compliance requirements.

Enterprise-Grade Security You Can Trust

Your data security is our top priority. YCharts takes the utmost care to prioritize and protect client data through comprehensive security program policies, procedures, practices, and controls.

Data Encryption & Protection

All client data is always encrypted at rest and in transit using AES-256 256-bit keys. We use AWS CloudWatch, Datadog, and PagerDuty to monitor our entire cloud service operation, with security agents monitoring system activities and generating alerts on suspicious activities.

SOC 2 Compliance

YCharts complies with SOC 2 Type I & Type II standards as set forth by the American Institute of Certified Public Accountants (AICPA). We conduct annual penetration tests and monthly vulnerability scans to stay ahead of the ever-changing security landscape.

Transparent AI Data Practices

For Quick Extract, our AI-enabled portfolio extraction tool, we're completely transparent about data handling. Information you provide is processed through our integration with ChatGPT, which uses this information only to provide services to you. Your information is deleted by ChatGPT within 30 days and will not be used to develop or improve ChatGPT. YCharts does not store uploaded files.