.png?width=500&name=Ben%20Hadley%20(1).png "Ben Hadley (1)")
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About Hege Financial Group:
Hege Financial Group is an LPL Financial aligned wealth management firm supporting a team of six advisors and an investment committee dedicated to data-driven portfolio management. Lead Portfolio Strategist Ben Hadley oversees model construction, performance tracking, and investment research, ensuring every portfolio decision is grounded in objective analysis and aligned with client goals.
Recognized as one of Forbes’ 2025 Best-in-State Wealth Advisors, Hege Financial Group exemplifies transparency, consistency, and client-first advice. Committed to growth and clarity, the firm leverages modern technology to streamline proposal creation and strengthen client relationships. Since adopting YCharts in 2022, Hege Financial Group has enhanced how advisors present investment strategies, connect portfolios with financial planning, and communicate long-term outcomes with confidence.
Summary
At Hege Financial Group, efficiency and precision guide every client interaction. As the advisor base expanded and the SEC Marketing Rule introduced stricter compliance and disclosure standards, Ben and the investment committee sought a modern platform that could streamline proposals, support deeper analysis, and communicate portfolio strategies with greater clarity and accuracy.
What began as a trial quickly became essential to their daily workflow. YCharts now powers proposal generation, account analysis, and model research across the firm, helping advisors deliver compliant, data-driven recommendations faster and with greater confidence. Since onboarding in 2022, the team has expanded its use of tools such as Scenarios, Fund Screener, and Time Series Analysis, integrating each one into the full client experience.
"Our AUM has grown by 63%. There are many factors behind that growth, but YCharts has clearly played an important role in helping us win new business and present our strategies more effectively."
- Ben Hadley, Lead Portfolio Strategist
The Challenge
As Hege Financial Group grew, the team needed a more flexible and compliant platform to meet evolving client expectations. Their existing research and proposal tools were functional but restrictive, particularly when generating client-ready visuals and accurate return data.
Legacy systems required the team to apply maximum allowable fees in every analysis, which diluted total return figures and made performance appear weaker than it actually was. This limitation created unnecessary friction in client conversations and prevented advisors from presenting their strategies with full transparency.
“With the recent regulatory changes, we weren’t satisfied with the reports we could produce using our old provider. The outputs lacked flexibility and often misrepresented performance, which made client conversations more difficult.”
“YCharts has been a major driver for winning new business and strengthening relationships with existing clients. It helps us present our strategies more clearly and with greater confidence.”
The Solution
Accurate, Transparent, and Compliant Performance
With YCharts, Hege Financial Group can adjust fee inputs and performance assumptions to reflect real-world portfolios while maintaining full compliance with the SEC Marketing Rule. The result is transparent, defensible data in every proposal and reporting process. Advisors can now show clients an accurate picture of performance that aligns with both their fiduciary standards and compliance obligations.
Client-Ready Proposals
YCharts’ clean, compliance-approved visuals transformed how the firm presents portfolio recommendations. Advisors now use YCharts to quickly build proposals, compare current holdings to firm strategies, and create side-by-side visuals that simplify complex conversations.
Integrated Planning and Research
YCharts also serves as a central hub for portfolio and investment research. Tools like Scenarios bridge investment models with planning software, while Fund Screener and Time Series Analysis support the investment committee’s ongoing evaluation of holdings and model performance.
“I’m in YCharts regularly to build proposals, analyze prospect accounts, and review held-away assets. It’s become an essential part of our process.”
Seamless Onboarding and Support
Ben credits YCharts’ onboarding and ongoing engagement as key to the firm’s success. The team continues to leverage new product features and best practices shared by their YCharts Success Manager.
“The onboarding process was smooth from start to finish. The YCharts team provided helpful walkthroughs and stayed engaged throughout implementation.”
“From a proposal standpoint, YCharts produces cleaner and more professional outputs. The visuals are clear, organized, and easy for clients to understand.”
The Results
With YCharts, Hege Financial Group has streamlined workflows, improved collaboration, and elevated the quality of client presentations while staying compliant with the SEC Marketing Rule. Since adopting the platform in 2022, the firm has achieved 63% AUM growth and added approximately $106.9 million dollars in gross new assets. This growth has been supported by clearer proposals, more transparent performance data, and a more consistent investment narrative.
Advisors now use YCharts to accelerate proposal creation, automate parts of their research process, and produce branded, client-ready visuals significantly faster than before. From proposal development to portfolio oversight, the team relies on YCharts visuals and analytics to communicate strategy effectively and show clients how their investments align with long-term objectives.
Join firms like Hege Financial Group that use YCharts to build scalable, repeatable investment processes that create consistency, confidence, and stronger client relationships.
Ben and the investment committee rely on YCharts to evaluate portfolios with precision, standardize communication across advisors, and present strategies that are grounded in clear, data-driven narratives. What began as a trial in 2022 quickly became a core part of their workflow because the platform supports deeper analysis, compliant proposals, and more transparent client conversations.
Value Delivered:
1. Real-time dashboards and visuals that clearly explain model changes, performance drivers, and portfolio positioning
2. Consistent, firm-wide analysis that strengthens proposal creation and supports a unified investment process
3. A credible, tech-enabled workflow that helps advisors win new business, communicate with clarity, and deliver a more modern client experience