YCharts, a leading cloud-based investment research platform and proposal builder, proudly announces its recognition at the inaugural 2024 NY Product Design Awards, where its innovative Report Builder tool secured a Silver award for the User Experience and Product UX category.

Amidst a competitive field of over 1,000 submissions, YCharts emerged as a standout for its dedication to innovation and user-centered design, reshaping reporting and proposal capabilities for wealth management professionals. Developed in collaboration with Cue Studio, the YCharts Report Builder is a comprehensive solution that empowers users to effortlessly create personalized PDF reports, offering complete control over data, content, and design through a streamlined drag-and-drop interface.

The Report Builder's intuitive layout enables seamless customization, allowing users to select content modules, customize information, reorder data, and easily populate reports with various data types. By enabling smooth integration of custom models, benchmarks, or any security into reports, YCharts enhances a user's ability to engage with clients and effectively manage investments. This unique application combines YCharts' extensive data library and robust visualization features, transforming it into a versatile and powerful communication tool for enhanced client experiences and increased business growth for advisors and asset managers.

"As industry standards and demands continue to evolve, YCharts remains committed to empowering wealth management professionals with revolutionary solutions intentionally designed to streamline their day-to-day workflows and deliver exceptional client experiences," said Caleb Eplett, Chief Product Officer at YCharts. "Through innovative and sleek tools, like the Report Builder, we offer users a completely customizable experience for transforming investment strategies into compelling narratives tailored to fit a client's unique needs and financial goals," Caleb added.

“We’re so proud to have won a NY Product Design Award for the YCharts PDF Report Builder, and to be recognized for our work in design and financial technology,” says Selma-Rachel Swire, Founder and Creative Director at Cue Studio.

To learn more about the YCharts Report Builder and see the tool in action, click here, or visit https://get.ycharts.com/platform/tools/report-builder/.

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 proposal and report generation, portfolio construction, idea generation, and market monitoring. For more information, visit www.ycharts.com.

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