Ycharts

Investment teams at advisory firms spend significant time assembling data from multiple sources before they can generate a client-ready proposal or a defensible portfolio recommendation. YCharts addresses this friction by consolidating market data, economic indicators, fundamental charts, and portfolio construction tools into a single web-based platform, positioning itself as a research-to-engagement workflow tool rather than a standalone data feed.

The platform is structured around four distinct workflows that span the advisory process:

• Proposals and client reporting: upload client statements to extract holdings data and convert them into customised meeting materials
• Portfolio construction: model portfolio creation, hypothetical replacement testing, and contribution scenario analysis
• Research and analysis: pre-built comparison tables, investment screeners, and fundamental charting across securities
• Market and position monitoring: centralised dashboards covering economic data, model strategies, and approved research lists

YCharts is positioned primarily for RIAs and advisory teams rather than family offices specifically, though investment professionals at multi-family offices who oversee public market allocations and manage client communication would find the proposal and research tooling applicable. The platform supports a free trial, suggesting a self-service entry point, and testimonials from firms like Carson Group indicate adoption at scale within advisory organisations. Pricing is not disclosed publicly, and the platform shows no evidence of coverage for private markets, alternative assets, or multi-entity family structures. Teams requiring consolidated reporting across custodians, partnership accounting, or private asset tracking would need to look elsewhere. For family office investment teams focused on public markets and client-facing reporting, YCharts offers a well-iterated toolset at a price point designed for the RIA segment.

• Building client proposals and customised meeting materials
• Constructing and testing model portfolios
• Researching and screening securities and funds
• Monitoring market data and economic indicators
• Sharing investment insights and updates with clients and colleagues

• Client statement upload with holdings extraction
• Proposal builder with customisable client materials
• Model portfolio creation and management
• Hypothetical replacement and contribution scenario testing
• Fundamental charts for securities
• Pre-built comparison tables and investment screeners
• Centralised dashboard for market data and economic indicators
• Approved research list management
• ESG data view for securities
• Holdings overlap and correlation matrix analysis

Built for Advisors / Wealth Advisors (RIA), Investment Teams, Multi Family Office (MFO).

7-day free trial available