Join a YCharts University Workshop
YCharts University is a bi-weekly workshop series with monthly topics to help wealth management professionals master the YCharts platform & maximize the value it provides. Led by our Product experts, each YCU session provides an opportunity to explore powerful features, new enhancements, and time-saving workflows to get the most from your subscription!
Why Attend?
✅ Insider access to new features & best practices
✅ Live Q&A for expert guidance tailored to your needs
✅ Exclusive perks like custom meeting collateral for attendees
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July: Mini Masterclass to Solve Your Biggest Roadblocks In this interactive session, you set the agenda. Explore key workflows, solve real advisor challenges, and uncover time-saving wins for your team. We’ll prioritize the topics that we’ve gotten the most requests about, like: |
