A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_URI::$config is deprecated

Filename: core/URI.php

Line Number: 101

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Router::$uri is deprecated

Filename: core/Router.php

Line Number: 127

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$benchmark is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$hooks is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$config is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$log is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$utf8 is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$uri is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$exceptions is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$router is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$output is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$security is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$input is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$lang is deprecated

Filename: core/Controller.php

Line Number: 75

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$load is deprecated

Filename: core/Controller.php

Line Number: 78

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$db is deprecated

Filename: core/Loader.php

Line Number: 396

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_DB_mysqli_driver::$failover is deprecated

Filename: database/DB_driver.php

Line Number: 371

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 22
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$table is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$form_validation is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::open($save_path, $name) should either be compatible with SessionHandlerInterface::open(string $path, string $name): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 132

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::close() should either be compatible with SessionHandlerInterface::close(): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 292

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::read($session_id) should either be compatible with SessionHandlerInterface::read(string $id): string|false, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 166

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::write($session_id, $session_data) should either be compatible with SessionHandlerInterface::write(string $id, string $data): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 235

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::destroy($session_id) should either be compatible with SessionHandlerInterface::destroy(string $id): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 315

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Return type of CI_Session_files_driver::gc($maxlifetime) should either be compatible with SessionHandlerInterface::gc(int $max_lifetime): int|false, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice

Filename: drivers/Session_files_driver.php

Line Number: 356

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 282

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: session_set_cookie_params(): Session cookie parameters cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 289

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 304

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 314

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 315

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 316

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 317

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: ini_set(): Session ini settings cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 375

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: session_set_save_handler(): Session save handler cannot be changed after headers have already been sent

Filename: Session/Session.php

Line Number: 110

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: Warning

Message: session_start(): Session cannot be started after headers have already been sent

Filename: Session/Session.php

Line Number: 143

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$session is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$agent is deprecated

Filename: core/Loader.php

Line Number: 1283

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 23
Function: library

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$news_model is deprecated

Filename: core/Loader.php

Line Number: 358

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 25
Function: model

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$home_model is deprecated

Filename: core/Loader.php

Line Number: 358

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 25
Function: model

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Facebook\FacebookApp implements the Serializable interface, which is deprecated. Implement __serialize() and __unserialize() instead (or in addition, if support for old PHP versions is necessary)

Filename: Facebook/FacebookApp.php

Line Number: 29

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/FacebookApp.php
Line: 29
Function: _error_handler

File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/autoload.php
Line: 79
Function: require

File: /home/judfadzm/public_html/healthtechseries.com/application/libraries/Facebook/php-graph-sdk-5.x/php-graph-sdk-5.x/src/Facebook/Facebook.php
Line: 145
Function: {closure}

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 31
Function: __construct

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property News::$facebook is deprecated

Filename: controllers/News.php

Line Number: 31

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 31
Function: _error_handler

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$benchmark is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$hooks is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$config is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$log is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$utf8 is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$uri is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$exceptions is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$router is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$output is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$security is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$input is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$lang is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

A PHP Error was encountered

Severity: 8192

Message: Creation of dynamic property CI_Loader::$load is deprecated

Filename: core/Loader.php

Line Number: 931

Backtrace:

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 86
Function: view

File: /home/judfadzm/public_html/healthtechseries.com/application/controllers/News.php
Line: 16
Function: index

File: /home/judfadzm/public_html/healthtechseries.com/index.php
Line: 317
Function: require_once

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More Than Research: YCharts Powers Personalized Proposals at Scale
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More Than Research: YCharts Powers Personalized Proposals at Scale



byBusiness wire
June 09,2025
(0) (253) (0)

Recent YCharts product enhancements support a complete advisor workflow, helping deliver risk-aligned, household-aware proposals with greater efficiency.

More Than Research: YCharts Powers Personalized Proposals at Scale

Media contact for YCharts

Tania Hollander
(866) 965-7552
tania@ycharts.com

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, is expanding its role in the proposal-building process. Recent enhancements have strengthened the platform’s ability to support the full advisor workflow, from preparation to presentation.

New tools, including Risk Profiles, Householding, Folders, AI Chat, and Quick Extract, help advisors reduce manual effort, improve consistency, and tailor proposals to reflect each client’s unique goals and risk preferences.

These updates position YCharts as a progressive proposal-building platform that helps advisors improve communication, build trust, and grow their business through more efficient and personalized recommendations.

“The best advice is the kind that gets acted on,” said Caleb Eplett, Chief Product Officer at YCharts. “YCharts empowers advisors to clearly demonstrate the suitability of their recommendations through compelling proposals, streamline asset movement with dedicated transition analyses, and support ongoing account migration through comprehensive household planning tools. In doing so, we help advisors not just illustrate value, but deliver it.”

Supporting the Full Proposal Workflow

AI Chat and Quick Extract streamline proposal prep by helping advisors analyze securities, summarize holdings, and build portfolios in seconds. With Quick Extract, advisors can upload client statements in PDF or spreadsheet format and instantly convert them into working portfolios, eliminating the need for manual entry.

Risk Profiles introduce structure and transparency into the proposal process by allowing advisors to map model portfolios to defined risk levels. Advisors can compare current and proposed portfolios against a target risk profile to ensure suitability and clearly communicate the rationale behind each recommendation.

Householding enables advisors to view and analyze multiple accounts as a unified portfolio. This supports holistic planning and allows for better alignment with family-level goals and tax considerations.

These proposal-building tools are further supported by Folders, which provide a centralized way to organize portfolios, charts, reports, and Risk Profiles. Advisors can maintain consistency across clients and teams, ensuring a scalable, repeatable proposal process that saves time and reinforces their brand.

Together, these features support a complete and scalable proposal-building experience, helping advisors differentiate their services and deliver more meaningful client interactions.

To learn more about proposal workflows on YCharts, visit the YCharts website 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.

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