With a brand new launch, monetary knowledge and funding analysis platform YCharts has made it simpler for advisors to create their very own personalized experiences. As a part of the replace, advisors will acquire entry to 17 completely different modules that cowl returns, efficiency, exposures, threat, composition and holdings—and be capable of add their very own agency’s brand and shade scheme.
Known as Mannequin Portfolio Overview Experiences the brand new modules will assist advisors, dealer/sellers, asset managers and wholesalers use the YChart platform to generate on-demand experiences from the corporate’s mannequin portfolio quote pages in only a few clicks.
YCharts envisions a number of use circumstances. For instance, one use is advisors using these new options to create detailed proposals for a consumer showcasing the advisor’s beneficial portfolio technique in contrast facet by facet with current holdings as a second portfolio. One other use is to simply generate summaries of mannequin methods that show composition, threat, and hypothetical efficiency.
YCharts launched its Mannequin Portfolios providing within the fall of 2018.
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