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NEW! YCharts + Northwestern Mutual Integration
YCharts now offers a direct portfolio integration with Northwestern Mutual, enabling seamless client holdings imports in just a few clicks.
With discounted access for NM advisors, you can easily research investments, leverage pre-approved materials, and deliver data-driven insights to strengthen client relationships.
Join A Study Group!
Connect with the YCharts team and fellow Northwestern Mutual advisors in our weekly Study Group sessions. Whether you’re exploring what YCharts can do, a new user looking for tips and tricks, or an experienced user eager to share insights, these sessions are packed with actionable takeaways.
Don't see a time that works for you?
Email us at nm@ycharts.com to set up a 1-on-1 conversation.
Don't see a time that works for you?
Email us at nm@ycharts.com to set up a 1-on-1 conversation.
Open Forum Session
Best For: Current YCharts Users
These Collaborative Sessions Feature:
Best For: Current YCharts Users
These Collaborative Sessions Feature:
- Q&A with our NM-dedicated support team
- Learnings from other NM practices
Home Office-Approved Templates
Save time and create compelling, client-friendly Reports and Proposals using Model Portfolios. The below PDF Sample Report Templates are pre-approved and feature custom colors, logos, and disclosures.
Note: Excel-based report templates in the Template Library will remain available to all Northwestern Mutual users.
Learn How YCharts Is Already Helping Hundreds of Northwestern Mutual Advisors
Interested in Learning More?
Submit your email and a member of our team will be in touch.
