YCharts has announced the launch of Risk & Proposal Manager, an integrated module that includes risk management, investment proposals, and ongoing client engagement within a single experience for financial advisors. The product extends from a client’s initial risk evaluation and risk profiling to targeted portfolio recommendations and on through ongoing portfolio monitoring in one interface that helps advisors work in clients and portfolios without toggling between systems. Risk & Proposal Manager offers streamlined and customizable risk tolerance questionnaires, risk profiles that connect client risk tolerance to asset allocation targets and model portfolios, and a book-of-business dashboard.
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Client engagement capabilities include portfolio drift alerts, AI-powered client insights, relationship activity monitoring, and firm management tools for home office staff. The module also allows import of client portfolios, accounts, and households from existing integrations. YCharts said the feature is designed to help advisors maintain alignment between client objectives and portfolios while supporting ongoing client conversations.“We built YCharts around helping advisors better serve their clients,” said Sean Brown, President and CEO of YCharts. “Risk & Proposal Manager extends that commitment with a transparent approach to risk conversations that advisors can tailor per client. By connecting that approach to proposals and ongoing portfolio monitoring, we’re helping advisors communicate their recommendations with confidence and spend more time on what truly matters, building client relationships and growing their business.”
