YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, today announced the launch of Risk Profiles, a powerful new solution designed to bring clarity, consistency, and scale to portfolio recommendations.
The launch of Risk Profiles builds on ongoing momentum to enhance the proposal process for financial professionals. Recent updates from YCharts—focused on improving report customization and expanding access to proposal tools—have made it easier for advisors to create personalized, compliant proposals with greater efficiency.
Risk Profiles bring transparency and structure to proposal workflows by allowing advisors to assign model portfolios to defined risk levels—reducing manual effort and ensuring alignment with client preferences. The feature supports both firm-approved frameworks and advisor-defined profiles, giving practices the flexibility to customize their approach while maintaining consistency across reports.
Integrated report visuals turn abstract risk into something clients can see and understand. By comparing current and proposed portfolios to risk profile targets, reports communicate the rationale behind portfolio recommendations, making complex decisions easier to explain and building trust through transparency.
“Risk Profiles break open the black box of risk scoring,” said Caleb Eplett, Chief Product Officer at YCharts. “Advisors can confidently connect portfolio strategies to client risk preferences—clearly showing the 'why' behind every recommendation in a repeatable, scalable way.”
Advisors can begin using the YCharts public Risk Profiles immediately or tailor them to reflect firm-specific methodologies. Once configured, profiles can be mapped to model portfolios, allowing for faster proposal creation and greater consistency across client-facing reports. These enhancements are part of a broader focus on improving proposal workflows—an approach that has driven large-scale enterprise adoption, including a rollout to more than 500 advisors across Carson Group’s national network in 2024.
To learn more about Risk Profiles, 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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Contacts
Media contact for YCharts
Tania Hollander
(866) 965-7552
tania@ycharts.com
