YCharts

Business Profile

Core Value Proposition

YCharts provides a financial research and proposal platform that helps asset managers and advisors build custom Model Portfolios and generate client proposals for communications.

Target Customer

Asset managers, financial advisors/RIAs, wholesalers, and individuals & educators

Key Differentiator

All-in-one platform that combines research, portfolio analytics, proposals, and client engagement in a single workspace, enabling end-to-end workflow from analysis to client communication.

Implementation Timeline

Not explicitly specified in the content.

Pain Points

1Need for centralized access to market data, holdings, model strategies, and research lists to inform decisions.
2Difficulty creating and sharing client-ready proposals and reports that tell a compelling investment story.
3Manual, time-consuming workflows for portfolio construction, scenario testing, and client communications.

Key Features

1Proposals & Client Engagement (upload client statements, extract data from documents/images, create portfolios, and incorporate into proposals/reports).
2MDL PORT Model Portfolios for portfolio construction and optimization.
3CHARTING Fundamental Charts for quick evaluation and visualization of opportunities.
4DASH BRD Dashboard for centralized monitoring and sharing updates.
5Research & Analysis tools (pre-built comparison tables, charts, and investment screeners).
6Securities research and market data sharing (centralized access to market data, indicators, holdings, and approved research lists).

Target Customer Industries

Decision Makers

1Advisor
2Wholesaler

Client Results

1Drive scalable organic growth, profitability, and efficiency across the organization (as described for Large RIAs).
2Acquire clients and grow AUM; create and manage the best investment portfolios; lead advisor teams; improve client engagement through tailored proposals.

Competitive Advantages

1All-in-one platform for research, portfolio analytics, proposals, and client engagement.
2Pre-built tools for proposals, model portfolios, and dashboarding to streamline client communication.
3Centralized data access and sharing of updates to drive informed decisions.

Key Benefits

1Custom proposals and enhanced client engagement

2Efficient portfolio construction and scenario testing

3Centralized market data, research, and dashboards for team alignment

4Time-saving workflows that support growth and AUM objectives

Additional Product Information

Product Description

YCharts is a financial research and proposal platform designed for asset managers and advisors to build custom model portfolios, generate client proposals, and streamline research and client engagement.

Target Market

Asset managers, financial advisors/RIAs, wholesalers, and self-guided investors/educators

Unique Value Proposition

From Research to Client Engagement, All in One Place

Technical Requirements

Not specified in the provided content.

Pricing Model

Free trial available (7-day free trial mentioned on the home page); Plans and Subscription Tiers referenced in navigation.

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