YCharts Webinars
Our team—often joined by industry thought leaders—shares insights, best practices, and market trends for advisors & asset managers.
Upcoming Webinars
Join Lara Crigger, Editor-in-Chief at VettaFi, and Dave Lubnik, SVP of Institutional Sales at YCharts, as they review:
- The mutual fund & ETF categories that garnered the most investor assets, and which fell out of favor
- How fund flow data and results seen in Q1 2024 can inform and augment your sales approach going forward
- The YCharts Fund Flow Reports and how distribution teams use them to build sales strategies
In this webinar, YCharts joins Redtail to:
- Explore how to seamlessly import portfolio data from Redtail to YCharts.
- Uncover popular portfolio optimization tools and portfolio-building workflows to supercharge your analysis across both platforms.
- Highlight powerful integration features for elevating your proposal generation, client communication, and more! Subscription when you sign up for this event!
- Highlight powerful integration features for elevating your proposal generation, client communication, and more!
YCharts University
Every week we review a handful of powerful workflows to help you get the most from YCharts!
Monthly Skill Sessions
Each month our team reviews top use cases & best practices for one tool on the YCharts platform.
The YCharts team will review:
- Key trends and insights from leading and lagging economic indicators from Q1 2024 and early Q2 2024
- Areas of the market and economy most affected by inflation and rising rates, and what opportunities might lie ahead
- The YCharts Economic Summary Deck, which you can customize and share with your clients and prospects
In this webinar, Schwab joins YCharts to:
- Experience the convenience of a centralized hub for financial research and client communication, for maximizing efficiency and leveraging both platforms to their fullest potential.
- Uncover efficient workflows for importing iRebal® models into YCharts, enhancing research, analysis, and optimization processes for elevated portfolio management.
- Explore YCharts’ first two-way API integration, enabling seamless client communication with robust comparison and proposal reports.
View Past Webinars and Product Demos on our YouTube Channel