Your Blueprint
for Growth

A powerful, flexible, and time-saving platform empowering growth for both your clients and your business.

Use our ROI calculator to discover what you can accomplish with YCharts’ comprehensive platform.

ROI CALCULATOR
Real Clients,
Real Results

On average, wealth management professionals using YCharts:

  • Generated $33 million in new AUM
  • Saved 20 hours per month in their sales process

Source: 2024 YCharts Client Survey

“

Equipping every advisor at our firm with YCharts is a huge win. Seamless, intuitive, and impactful—this is the kind of tech that drives better decisions and happier clients.”

Dani Fava
Chief Strategy Officer, Carson Group
Gather New Assets
in a Fraction of the Time

Spend less time swiveling between apps. YCharts simplifies proposal generation, portfolio construction, and client engagement in a single, customizable platform.

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Engaging Proposal Generation

Personalized proposals encourage impactful conversations while connecting the dots between your recommendations and what’s most important to your clients.

  • Dynamic text and visualization modules
  • Comparison features highlight your strengths and competitors’ weaknesses
  • Sharable report templates for seamless team collaboration
Powerful Portfolio Analysis

Build, analyze, and manage strategies and benchmarks with our intuitive portfolio analysis tool.

  • Visualize key portfolio metrics
  • Compare your strategies with prospect portfolios
  • Manage proprietary strategies and custom benchmarks
powerful
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Robust Investment Research

Save significant time and resources on research while uncovering the best investment opportunities for your clients.

  • Tell a compelling story with dynamic visuals
  • Filter thousands of securities into a focused, actionable list
  • Evaluate and compare invesments side-by-side
Ready to design your path to growth? Get a closer look at YCharts