YCharts announces the launch of Proposals, the company’s latest product enhancement aimed to empower wealth management professionals to craft compelling proposal narratives that help communicate investment strategies, drive impactful conversations with clients, and win new business.

YCharts created Proposals to fill a crucial gap in the market: a powerful, customizable proposal offering that is capable of creating reports ranging from short and straightforward to elaborate and bespoke, all on a web-based interface. Proposals will allow users to position investment recommendations with compelling talking points about how a strategy meets a client’s specific needs.

By tailoring a proposal report with customizable commentary, users can highlight metrics of interest, including performance expectations, risk metrics, holdings allocation, yields, advisory fees, and more. Firms can also embed their own slides and marketing materials into the report to further highlight their investment philosophy, firm history, and other branded content. YCharts’ Proposals also allows compliance and home office teams to maintain full control over content and report templates as needed.

To accompany the launch of Proposals, YCharts is introducing three new subscription configurations tailored to meet the needs of all types of wealth management teams and different user personas. The flagship Professional configuration powers users in need of both in-depth market analysis and client-centric features while additional configurations aim to promote either client communication and presentation workflows or data analysis, research and market monitoring workflows.

“In an effort to go beyond industry expectations, YCharts remains committed to continually enhancing our platform, delivering unmatched offerings that redefine the investment research experience,” said Caleb Eplett, Chief Product Officer at YCharts. “The introduction of the new subscription configurations mark a significant stride in empowering more advisors and wealth management firms to scale YCharts across teams, providing a premium solution for increased collaboration and efficient workflows. Included in select subscriptions is the new Proposal capability, designed to expedite the reporting process, equipping users with essential data, compelling talking points, and implementation functionalities that ensure compliance-approved reports are generated swiftly and seamlessly.”

To learn more about Proposals, register for the upcoming educational webinar on September 22, 2023 hosted by Nick Maggiulli, YCharts client and COO of Ritholtz Wealth Management.

Current clients will not see any disruption in their subscription. For more information on the new subscription options, contact sales@ycharts.com

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, ETF, and SMA research, as well as portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.

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