YCharts

nm-+-YCharts

Portfolio Construction.
Investment Research.
Client Communications.

Built for Northwestern Mutual
With a direct integration with NM, easily import client holdings 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 Pro user gets dedicated onboarding and a personal Success Manager.
Need help? Our U.S. team replies to chats in under 90 seconds.

See YCharts in Action
Smarter Workflows, Built for Northwestern Mutual

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

Real Results from Northwestern Mutual Advisors
NM 98%
NM 71%
NM 93%
NM 100%
NM 80%
NM Pricing

Save 50% on the Platform Trusted by Top NM 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 Northwestern Mutual Advisors
NM Integration
 
YCharts + NM Integration
 
Connect client accounts directly from Northwestern Mutual into YCharts for a seamless, time-saving workflow. The direct NM integration keeps portfolios automatically synced and up to date, helping you prepare faster and deliver compliant, client-ready reports with ease.
 
NM Reports
 
Home Office–Approved
Reports

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

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.
 
 
NM Report Builder

NEW
Enhanced Report Customizations*

Choose from NM-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 NM guidelines in every conversation.
 
*all existing compliance and supervision obligations will still apply and don’t change as a result of this new functionality.
 
 
YCharts
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