About Aptus Capital Advisors:
Aptus Capital Advisors is a multi-faceted asset management and consulting firm based in Fairhope, Alabama. Serving financial advisors nationwide, Aptus delivers option-based ETF strategies, model portfolios, and shared CIO services that align with each firm’s unique investment philosophy.
At the heart of Aptus’s value proposition is its shared CIO model, designed to let advisors stay in control while outsourcing the most time-consuming parts of investment management and reporting.
Summary
As Aptus expanded rapidly, the team faced a growing operational challenge: How could they maintain the high-touch, customized service without ballooning headcount?
YCharts became the solution.
Adopting YCharts transformed how Aptus tracks portfolios, builds proposals, and shares insights. With the ability to share directly with advisors and white label reports for advisor firms, YCharts is now fully embedded in their consulting workflows. The result? Consistency, efficiency, and stronger relationships with both advisors and end clients, without compromising scale.
“Our business doubled last year. While YCharts wasn’t the only factor, it played a big role in helping us scale efficiently and deliver high-quality personalized outputs, which are critical for standing out.” - James Yahoudy, CFP, Shared CIO Services, Enterprise Relations
The Challenge
Before YCharts, Aptus relied heavily on several other tools for portfolio tracking and performance reporting. Some of these tools were costly, siloed, and not built for seamless advisor collaboration. Only a few internal users had access, which caused a bottleneck in their processes from performance attribution to report generation and often required multiple systems to assemble a single client review.
As their shared CIO client base grew, this manual, fragmented process strained their team’s capacity and made it harder to deliver timely, differentiated communication to advisors and their clients.
The sharing of portfolios has been the biggest win. It’s seamless... The internal and external communication has been key. Everyone knows exactly what they own within their portfolios, and how it’s performing.”
The Solution
Unified Portfolio Tracking and Reporting:
YCharts gives the Aptus services team direct access to portfolio performance and attribution. There are no bottlenecks or dependencies. What once ran through the CFA desk now runs faster, with shared visibility that accelerates service and strengthens client delivery.
Efficient at Scale: Nested Sharing and Ongoing Model Updates:
YCharts’ sharing capabilities let Aptus distribute portfolios, models, and templates directly to advisors. Advisors get real-time visibility into changes across all their models and can generate branded reports instantly.
“A lot goes into the back end of maintaining the portfolios after trades are made every month or quarter. Sharing those updated portfolios in YCharts saves time, reduces errors, and makes scale sustainable. For those managing 10 to 15 portfolios, the efficiency gains compound quickly over the year.”
Branded Proposals, Built to Convert:
Aptus uses YCharts’ Report Builder to turn static updates into dynamic, white-labeled deliverables. Performance data, branded commentary, and custom white papers come together in polished, client-ready reports tailored to each advisor’s look, voice, and story.
“By slashing the time spent organizing client review data, our portfolio managers can now dedicate more energy to delivering deeper, more personalized insights. Now it’s a streamlined, all-in-one workflow, with custom commentary and polished output, YCharts brings structure, speed, and scale to every review.”
By slashing the time spent organizing client review data, our portfolio managers can now dedicate more energy to delivering deeper, more personalized insights. Now it’s a streamlined, all-in-one workflow, with custom commentary and polished output, YCharts brings structure, speed, and scale to every review.”
The Results
- Cut prep time for client reviews and proposals by ~50%
- Scaled from 10 to 40+ employees without adding reporting headcount
- Boosted advisor engagement with timely, high-impact, branded communication
- Enhanced end-client confidence through clearer portfolio insights and polished presentations
- Freed up capacity for custom portfolios and client-level work, differentiating Aptus from traditional OCIOs
YCharts has been a key driver of our efficiency and communication. And those two advantages go a long way.”
James’s Advice:
Make sharing effortless, it pays off. “The sharing of portfolios has been the biggest win. It’s seamless,” James said.
Giving advisors real-time access through YCharts is fast and frictionless—just an email, a shared group, and they’re in. Whether branded reports or shared dashboards, Aptus prioritizes clarity and consistency. “The internal and external communication has been key. Everyone knows exactly what they own within their portfolios, and how it’s performing.”
Join modern OCIOs like Aptus Capital Advisors in using YCharts to simplify portfolio sharing, deliver branded proposals, and scale personalized service, without adding headcount.
With real-time model updates, white-labeled reports, and seamless collaboration, YCharts empowers teams to strengthen both advisor and end-client engagement.
1. Firm-Branded Proposals That Convert
2. Real-Time Model Sharing with Partner Advisor
3. Faster, More Efficient Client Reviews