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!

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.