YCharts Skills Sessions

Join a YCharts Skills Session

Join the YCharts team and other fellow advisors in one of our monthly skills sessions. Whether you're curious about what YCharts can offer, a new user in search of tips and tricks, or a platform veteran looking to optimize their processes, these sessions are jam-packed with valuable learnings.

Watch Previously Recorded Skills Sessions

Excel
Add-In

Automate Your Analysis
& Save Time

Monday, April 10th
@ 2pm ET/1pm CT

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Report
Builder

Customize the Ideal
Portfolio Report

Monday, May 8th
@ 2pm ET/1pm CT

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Custom Securities & Scatter Plots

Add Your Own Datasets, Compare Strategies

Monday, June 12th
@ 2pm ET/1pm CT

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Join a YCharts University Webinar

YCharts University is a weekly webinar series helping wealth management professionals master the YCharts platform & maximize the value it brings them. Led by our industry-best Customer Success team, each YCU lesson covers a handful of uniquely powerful workflows to get the most from your subscription!

Watch Previously Recorded YCharts University Webinars

Acquiring Clients & Growing AUM

Create compelling reports & proposals to highlight strategy strengths and validate recommendations

Featured Tools:
Model Portfolios, Report Builder, Scenarios

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Creating & Presenting Investment Insights

Automate workflows with pre-built templates for idea generation, portfolio reports, and presentations

Featured Tools:
Charts, Scatter Plot, Scenarios, Report Builder

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Analyzing Securities for Due Diligence

Efficiently perform comprehensive investment comparisons, optimizing stock and fund selection

Featured Tools:
Screeners, Quickflows, Excel Add-in

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Sharing & Collaborating with Your Team

Increase efficiencies and standardize compliance across due diligence, asset gathering, and meeting prep

Featured Tools:
Dashboard, Model Portfolios, Alerts

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