How does YCharts integrate with Northwestern Mutual?

YCharts offers a direct portfolio integration with Northwestern Mutual, allowing advisors to import client holdings seamlessly in just a few clicks.

Are there approved reports available for Northwestern Mutual advisors?

Yes, YCharts provides pre-approved PDF report templates for Northwestern Mutual advisors, featuring custom branding, disclosures, and compliance-ready layouts.

What features are included with YCharts for NM advisors?

YCharts includes tools for portfolio construction, investment research, proposal generation, client reporting, and AI-powered market insights.

What kind of support does YCharts offer?

Every YCharts Pro user receives white-glove onboarding, a dedicated Customer Success Manager, and live U.S.-based chat support with response times under 90 seconds during market hours.

Is there a discount for Northwestern Mutual advisors?

Yes, Northwestern Mutual advisors receive a 50% discount on YCharts, along with exclusive pricing options for multi-seat plans.

Northwestern Mutual

The All-In-One Platform Powering Thousands of NM Advisors

YCharts equips NM advisors with everything they need to research investments, analyze portfolios, and create client-ready proposals, all within a single platform with a direct integration and featuring NM-approved reports.

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PLATFORM FEATURES

Research. Analyze. Present.
All in One Platform

Direct Integration
Client Data

Connect YCharts directly to your Northwestern Mutual account to pull client and account data without manual entry. Build proposals, run analytics, and generate reports using up-to-date client information in a single workflow.

NM-Approved Reports
Proposals

Access a library of pre-approved, compliance-ready reports built specifically for NM advisors. Customize and deliver professional client-facing outputs without the back-and-forth of individual review.

Portfolios
Portfolio Management

Visualize and stress-test investment strategies, compare performance & risk, and generate reports. Import portfolio data via integration or file upload.

Quick Extract
Efficiency

Streamline prospect and client statement extraction with Quick Extract to create personalized portfolios and proposals on the fly.

Comparison Tables
Analysis

Build data tables to compare portfolios, funds, and securities side by side. Add custom scoring models and export to shareable, formatted PDFs.

Fund Screener
Research

Narrow a universe of 45,000+ mutual funds, ETFs & CEFs using your chosen criteria like performance & risk metrics, category rankings, brokerage-availability, security exposures & more.

HOW NORTHWESTERN MUTUAL ADVISORS ARE WINNING WITH YCHARTS
Two high-impact Use Cases

Walk into every review prepared

Narrow thousands of securities to the best-fit funds, then break down any client portfolio in minutes. Screen, compare, and analyze holdings, performance, and risk so you spot what matters before the meeting

Filter by performance, risk, expense ratio, and NM research lists inclusion
Compare investments side-by-side with AI-powered insights
Upload a statement or connect ClientWorks to extract holdings instantly
Surface concentration risks and hidden exposures at a glance

Generate Client-Ready Proposals in Minutes

NM-approved report templates are built into YCharts, so you skip the blank page and the compliance wait. Pull live data, customize for your client, and deliver polished proposals in minutes.

Access a library of NM-approved, compliance-ready templates
Pull live data directly into client-facing outputs
Customize branding and colors to match your firm
Deliver professional, polished proposals in minutes

Real Results from NM Advisors

80%

Experienced Accelerated Growth with YCharts

91%

Found YCharts Easy to Implement

92%

Value YCharts for Research & Client Communications

94%

Recommend YCharts

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