As the year wraps up, it’s time to turn YCharts’ 2025 innovations into your 2026 advantage. Join our end-of-year workshop to see how advisors are saving hours, strengthening client trust, and powering more impactful conversations using this year’s top releases. Learn how to:

• Elevate your research with AI Chat and Smart Compare, turning insights into visuals and comparisons clients instantly understand.
  
  
• Simplify meeting prep with Quick Extract, pulling portfolios from PDFs in seconds, and Risk Profiles that align portfolios with client goals.
  
  
• Strengthen fixed-income analysis using expanded Bond Data for clearer, more confident discussions on yield and duration.
  
  
• Streamline your workflow with Fast Track and Guided Workflows, helping your team stay consistent, compliant, and save hours every week.