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
Quick Extract Image
[NEW] Quick Extract
Automatically convert client 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] Report Builder*
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.
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NM Integration Image
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.
Home Office-Approved Reports
Home office-approved Overview and Comparison reports help NM advisors clearly communicate portfolio strategy, highlight the value behind each recommendation, and lead more confident, impactful client conversations that strengthen relationships over time.
sample NM PDF reports
Book a Demo →
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