Report Builder

The Report Builder tool enables YCharts’ customers to create their own PDF Reports with their preferred data, content, and design in a simple drag-and-drop framework. Users can choose different content modules to create their report, customize content, reorder information, and easily populate the report with different data types. Empowering YCharts' customers to leverage their own custom models, custom benchmarks, or any security in a report, enables them to have better conversations with their clients and better manage their investments. This one-of-a-kind application combines YCharts' wealth of data and elegant data visualization into a flexible and powerful communication tool. As paper reports and facilitated presentations are standard within the world of Financial Advisors and Asset Managers, YCharts Report Builder is an industry game-changer, enabling financial professionals to create elegant reports and presentations at scale, with fresh data, and with ease.