Let YCharts Help You Win Your Next Client

Did you know that 75% of clients considered switching advisors in 2023 due to inconsistent touchpoints and a poor grasp of their advisor's recommendations?

This presents a significant opportunity for advisors to generate new business and enhance their client service.

Optimize Your Proposal Process

Many investment platforms used for creating proposals are either overly complex or missing essential features or data. This complexity leads to slower turnaround times and produces reports that are less clear for prospects and clients.

YCharts offers an all-in-one solution that streamlines proposal generation with tools like Quick Extract (automated data import), helping you clearly demonstrate the value of your portfolio recommendations and insights.

Ready to win your next client?

Let us create a customized report with your firm’s branding for your next client or prospect conversation.

20 Hours

Average Monthly Time Saved Using YCharts

$33M

Average New AUM Generated in 2023 with YCharts