Model Delivery.
Proposals.
AUM Growth.
One Platform.

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Experience YCharts for Large RIAs

YCharts streamlines model delivery and proposal generation workflows on a single web-based platform.

Research teams can build, tweak, and push models to advisors who can then upload client portfolios and create proposals to win new business.

Receive instant access to a presentation of tailored enterprise solutions and fact sheets on what YCharts can do for your firm.
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How Large RIAs Benefit

   For Research Teams 

  • Build + Adjust Models

  • Push Models Directly to Advisors

  • Disseminate Market Perspectives to Field

    For Advisors

  • Access Models from Research Team

  • Upload + Analyze Prospect Portfolios

  • Generate Proposals to Win New Business

  For Compliance

  • Implement Access Controls at Firm Level

  • Set Report Templates and Disclosures

  • Admin Access to Report Archive

   

See What YCharts Can Do For You

More than research and charting, YCharts delivers cohesive solutions for entire organizations that help drive assets to models, scale organic growth, and consolidate technology.

Watch the video to gain a better understanding of what YCharts does for large RIAs, including:

  • Connecting front & back offices
  • Delivering models
  • Generating proposals
  • Benefits for your research team, advisors, and compliance