Discover How YCharts Is Already Supporting Your Peers

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.
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.
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.