Award-Winning AI Chat Sets New Standard for Workflow Automation, Time Savings, and AUM Growth for Financial Advisors
CHICAGO–(BUSINESS WIRE)–YCharts, a leading investment research and client engagement platform, has been recognized with a 2025 WealthManagement.com Industry Award (‘Wealthies’) for setting a new standard in AI-powered workflow automation with its groundbreaking AI Chat. Presented annually, the Wealthies are among the most prestigious honors in wealth management, celebrating firms and providers making the most meaningful contributions to advisors’ success.
Launched earlier this year, AI Chat is reshaping how advisors work, helping them surface insights in seconds, automate research-heavy tasks, and deliver more impactful client conversations. Drawing from YCharts’ comprehensive data, SEC filings, market news, and proprietary research from enterprise partners, AI Chat goes beyond text-based responses to generate interactive charts, tables, and visuals. The result is a streamlined, accelerated advisor-centric workflow that transforms raw data into client-ready narratives, freeing advisors to focus on strategy, relationships, and scaling their business.
“Advisors face growing pressure to deliver insights fast and communicate with impact,” said Sean Brown, CEO of YCharts. “Earning this recognition affirms YCharts’ role in leading the next wave of advisor technology, transforming how advisors operate, grow, and engage with clients in an increasingly complex market. With AI Chat, we make complex efforts easy, easy efforts quick, and give all outputs visual elegance, enabling our users to focus on high-value analyses, deeper client relationships, and long-term AUM growth.”
AI Chat is redefining how firms operate by helping them:
- Save hours each week through automated research and instant data visualization.
- Deliver polished, data-rich presentations that build client confidence and win new business.
- Scale efficiency across teams by streamlining prep and analysis, freeing capacity for strategy and growth.
AI Chat also extends YCharts’ broader suite of intelligent workflow solutions, including Quick Extract, which transforms PDFs, spreadsheets, and images into portfolio-ready data, eliminating manual entry and accelerating client onboarding.
Discover more about AI Chat and YCharts’ other advanced solutions at www.ycharts.com or contact [email protected].
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
[email protected]
