YCharts Launches Household Portfolios and Folders to Streamline Advisor Workflows

CHICAGO--(BUSINESS WIRE)--YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, has launched Household Portfolios and Folders, two new features designed to help advisors streamline proposal creation, improve reporting, and better serve clients with complex needs.

Household Portfolios allow advisors to group multiple accounts under one view, making it easier to analyze total asset allocation, performance, and account-level impact. A key differentiator is the new Transition Analysis tab, which enables advisors to model how an entire household could be reallocated. Whether consolidating into a single portfolio or aligning accounts with a target strategy, the tool automatically analyzes cost basis to identify the most tax-efficient approach. This helps advisors optimize reallocation plans and communicate next steps with clarity.

Proposal reports now include household-level summaries and asset allocation visuals, giving advisors a clear and compelling way to present recommendations to clients and prospects.

Folders offer a centralized way to organize key components of the advisor workflow. In this initial release, advisors can begin organizing key elements of their workflow—such as Portfolios, Custom Securities, Fund Charts, Risk Profiles, and Reports—into Public or Private Folders, with additional tools to be supported over time. This structure simplifies prep and improves consistency across teams.

“Advisors have long relied on YCharts to attract new clients and craft smarter investment strategies,” said Caleb Eplett, Chief Product Officer at YCharts. “Transferring accounts and managing complex households are essential to delivering advice-aligned results. With our latest tools, we’re streamlining client onboarding and enhancing portfolio alignment, empowering advisors to provide more personalized and efficient service. The result is deeper relationships, greater trust, and increased share of wallet and advice adoption.”

These features reflect a broader focus on strengthening proposal workflows and delivering enterprise-ready functionality for financial professionals. Household Portfolios and Folders support large-scale adoption across advisor networks, including Carson Group, which rolled out YCharts to more than 500 advisors nationwide in 2024.

To learn more about Household Portfolios and Folders, visit the YCharts website to start a free trial or contact us at hello@ycharts.com.

About YCharts

YCharts is a leading financial technology Software as a Service (SaaS) platform designed to elevate client engagement and empower wealth management teams to make smarter investment decisions. With advanced analytics, powerful visualization tools, and comprehensive financial data, YCharts enhances team collaboration and streamlines investment-related workflows. YCharts offers scalable solutions for advisors, asset managers, and enterprises, ensuring consistency in client communication, research methodologies, and investment strategies.

Visit YCharts on social media

LinkedIn
Twitter
YouTube
Instagram