Portfolio Construction.
Investment Research.
Client Communications.

Built for LPL
Easily connect with ClientWorks and use approved reports to start fast and grow your AUM.

One Price, One Platform
YCharts combines investment research, portfolio management, and client communication in a single, streamlined platform.

White-glove Support
Every YCharts user gets dedicated onboarding and a personal Customer Success Manager. Need help along the way? Our U.S.-based support team responds to chat questions in under 90 seconds during market hours.

See YCharts in Action

Smarter Workflows, Built for LPL

Save time and grow AUM with YCharts. In this quick video walkthrough, see how LPL advisors can import portfolios, analyze holdings, and deliver compliant, branded reports in one seamless workflow.

Real Results from LPL Advisors

Save 20% on the Platform Trusted by Top LPL Advisors

Whether you're an individual advisor or managing a full office, YCharts Professional scales with your needs and offers custom pricing for multi-seat plans.

Use powerful portfolio construction tools to generate proposals faster, run more impactful meetings, and grow your firm’s AUM.

Ready to tailor YCharts to your workflow? Get in touch with sales to build a plan that fits your team.

Available to LPL Advisors

ClientWorks Integration

YCharts, now integrated with ClientWorks, empowers LPL advisors to make smarter investment decisions and communicate more effectively with clients and prospects.

With discounted access for LPL Advisors, use YCharts to research and optimize your investment strategies, streamline sales collateral creation, and visually explain your unique market insights.

Home Office–Approved

Reports

Save time and create compelling, client-friendly reports and proposals using LPL home office–approved report templates. These built-in PDF reports are reviewed and approved by LPL’s home office, so you can move faster while staying aligned with compliance. Each template includes support for custom branding, colors, logos, and disclosures.

NEW
Quick Extract

Automatically convert statements into YCharts portfolios in seconds. Quick Extract saves time by reading holdings, weights, and values from PDFs or screenshots — so you can skip manual entry and focus on analysis and proposals.

NEW
Enhanced Report Customizations*

Choose from LPL-approved modules and assemble polished, client-ready materials in minutes. This new enhancement provides more flexibility and polish in every report, at no additional cost. Rearrange sections, tailor proposals to each household, and stay aligned with LPL guidelines in every conversation.

*all existing compliance and supervision obligations will still apply and don’t change as a result of this new functionality.