YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, is expanding its role in the proposal-building process. Recent enhancements have strengthened the platform’s ability to support the full advisor workflow, from preparation to presentation.
New tools, including Risk Profiles, Householding, Folders, AI Chat, and Quick Extract, help advisors reduce manual effort, improve consistency, and tailor proposals to reflect each client’s unique goals and risk preferences.
These updates position YCharts as a progressive proposal-building platform that helps advisors improve communication, build trust, and grow their business through more efficient and personalized recommendations.
“The best advice is the kind that gets acted on,” said Caleb Eplett, Chief Product Officer at YCharts. “YCharts empowers advisors to clearly demonstrate the suitability of their recommendations through compelling proposals, streamline asset movement with dedicated transition analyses, and support ongoing account migration through comprehensive household planning tools. In doing so, we help advisors not just illustrate value, but deliver it.”
Supporting the Full Proposal Workflow
AI Chat and Quick Extract streamline proposal prep by helping advisors analyze securities, summarize holdings, and build portfolios in seconds. With Quick Extract, advisors can upload client statements in PDF or spreadsheet format and instantly convert them into working portfolios, eliminating the need for manual entry.
Risk Profiles introduce structure and transparency into the proposal process by allowing advisors to map model portfolios to defined risk levels. Advisors can compare current and proposed portfolios against a target risk profile to ensure suitability and clearly communicate the rationale behind each recommendation.
Householding enables advisors to view and analyze multiple accounts as a unified portfolio. This supports holistic planning and allows for better alignment with family-level goals and tax considerations.
These proposal-building tools are further supported by Folders, which provide a centralized way to organize portfolios, charts, reports, and Risk Profiles. Advisors can maintain consistency across clients and teams, ensuring a scalable, repeatable proposal process that saves time and reinforces their brand.
Together, these features support a complete and scalable proposal-building experience, helping advisors differentiate their services and deliver more meaningful client interactions.
To learn more about proposal workflows on YCharts, visit the YCharts website or contact us at hello@ycharts.com.
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