YCharts for LPL Advisors

The All-In-One Platform Powering Thousands of LPL Advisors

YCharts equips LPL advisors with everything they need to research investments, analyze portfolios, and create client-ready proposals, all within a single platform integrated with ClientWorks and featuring LPL-approved reports.

Get 20% off YCharts Professional when you book a demo

Smarter Workflows: How AI Is Transforming LPL Advisory Practices

Tuesday | July 28th | 12:00PM ET / 11:00AM CT

AI is moving quickly from concept to capability inside advisor workflows. In this live webinar, YCharts will showcase how LPL advisors can get a clear, practical look at the AI trends shaping the advisory landscape, how AI is already being used today, and how these tools can be scaled responsibly across a growing practice.

Meet Y:

Your New, Favorite AI Assistant

Y is your specialized AI Agent, a CFA-level analyst with a masters in YCharts. Work alongside Y or hand off entire projects to be completed immediately or at scheduled intervals.

Learn More →

PLATFORM FEATURES

Research. Analyze. Present.
All in One Platform

ClientWorks Integration
Client Data

Connect YCharts directly to your LPL ClientWorks account to pull client and account data without manual entry. Build proposals, run analytics, and generate reports using up-to-date client information in a single workflow.

LPL-Approved Reports
Proposals

Access a library of pre-approved, compliance-ready reports built specifically for LPL advisors. Customize and deliver professional client-facing outputs without the back-and-forth of individual review.

Portfolios
Portfolio Management

Visualize and stress-test investment strategies, compare performance & risk, and generate reports. Import portfolio data via integration or file upload.

Quick Extract
Efficiency

Streamline prospect and client statement extraction with Quick Extract to create personalized portfolios and proposals on the fly.

Comparison Tables
Analysis

Build data tables to compare portfolios, funds, and securities side by side. Add custom scoring models and export to shareable, formatted PDFs.

Fund Screener
Research

Narrow a universe of 45,000+ mutual funds, ETFs & CEFs using your chosen criteria like performance & risk metrics, category rankings, brokerage-availability, security exposures & more.

HOW LPL ADVISORS ARE WINNING WITH YCHARTS
Two high-impact Use Cases

Walk into every review prepared

Narrow thousands of securities to the best-fit funds, then break down any client portfolio in minutes. Screen, compare, and analyze holdings, performance, and risk so you spot what matters before the meeting

Filter by performance, risk, expense ratio, and SAM/SWM/MWP research lists
Compare investments side-by-side with AI-powered insights
Upload a statement or connect ClientWorks to extract holdings instantly
Surface concentration risks and hidden exposures at a glance

Generate Client-Ready Proposals in Minutes

LPL-approved report templates are built into YCharts, so you skip the blank page and the compliance wait. Pull live data, customize for your client, and deliver polished proposals in minutes.

Access a library of LPL-approved, compliance-ready templates
Pull live data directly into client-facing outputs
Customize branding and colors to match your firm
Deliver professional, polished proposals in minutes

Real Results from LPL Advisors

94%

say YCharts helps them overcome major workflow challenges

91%

Found YCharts Easy to Implement

92%

Value YCharts for Research & Client Communications

94%

Recommend YCharts

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