Report Builder

Leverage the drag-and-drop Report Builder to create and customize your ideal investment reports for conversations with prospects, clients, and colleagues.

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Customize Portfolio Reports with Your Preferred Data, Logos, Colors & Disclosures

Build PDF-based reports using various layouts, 30+ visual and data modules, and all your firm’s branding. Save time and effort by utilizing the intuitive drag-and-drop designer to create your ideal report on the fly.

Share Reports to Arm Reps in The Field for Success

Create and share report templates with colleagues, arming teams with collateral to gather new assets. Help drive new investments in firm-managed models, and ensure compliance standards are followed by managing the data and disclosures included in every report.

Build Comparison Reports to Use in Prospect & Client Meetings

Leverage your Model Portfolios, Custom Benchmarks, or any security on YCharts in a head-to-head comparison. Plus, upload an Investment Policy Statement (IPS), proprietary research materials, or other content to fit seamlessly alongside YCharts-powered modules.

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