Simplify your portfolio management decisions.

Financial Technology is more important for advisors than ever before. With 80,000+ investments to analyze, choose the best opportunities using SIACharts’ concise rankings & tools to save time!

Simplify your portfolio management decisions.

Financial Technology is more important for advisors than ever before. With 80,000+ investments to analyze, choose the best opportunities using SIACharts’ proven rankings & tools to save time!

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Subscription Plans

SIACharts is an all-in-one market intelligence platform empowering advisors with automated tools, so you can focus more on what truly matters: your clients!

Starter

For Fund-Focused Advisors

Standard

Save time with:

Daily Newsletter & Weekly Market Commentary
ETF & Mutual Fund Reports & Rankings
Asset Allocation & Risk Management
SIA Fund Models
Charting, Comparisons, & Factsheets
Know Your Product (KYP)
Email Support

Best Value

For Fund-Focused & Financial Advisors

Research

All Standard tier features +

All Reports & Rankings
SIA Stock Models
Zone Alerts & Scanning
250 Custom Portfolios
Customized Daily Matrixes
Custom Benchmarks
Back-Testing Tool
Associate Unique Login Access
Email & Phone Support

Most Popular

For Advisors & Portfolio Managers

Professional

All Research tier features +

200 Custom Models
Marketing Newsletter Builder
Custom Dashboard
All Alerts & Scanning
More Portfolios & Benchmarks
Concurrent User Access
Dedicated Account Manager
And Much More!

FAQs

What is SIACharts?

SIACharts is a premier investment research solution and portfolio management software. SIA combines comprehensive data with powerful tools & top customer support saving advisors time with unique rankings and insights. SIACharts empowers licensed investment professionals with objective fintech research, intuitive features, and in-depth portfolio management solutions saving time & elevating advisory team’s practice. SIA stands for “Strategic Investment Analysis.”

What makes SIACharts stand out among research platforms?

The SIACharts platform performs over 10 billion calculations and millions of relative strength head-to-head investment comparisons each night producing over 580 ranked reports, actionable alerts, and key risk management & asset allocation decisions.

SIACharts gives advisors the competitive edge with unbiased, objective, and powerful rankings and recommendations. SIACharts was created to see financial advisors grow and prosper in their unique practice as a trusted partner. SIACharts adds value to day-to-day activities and decisions, empowering advisors to differentiate their practice with proven and reliable market intelligence and actionable alerts and insights.

Who can SIACharts help?

SIACharts is built specifically to help licensed North American Registered Financial Advisors (RIAs), Investment Advisors, Portfolio Managers, Financial Planners, and MFDA advisors. The subscription is available to the whole advisory team with unique logins for each advisor.

If you are unsure if SIACharts is available for your practice please contact us at [email protected]

How did SIACharts begin as a Company?

The original version of the platform was created by Founder & CEO, Jeremy Fehr, in 2001 while he was a financial advisor to better serve his clients. After a large amount of interest from other advisors, the SIACharts platform began being offered as a subscription service in early 2006. SIACharts grew quickly to become Canada’s leading technical analysis website in the early 2010’s working with hundreds of advisor teams to now becoming a proven, reliable, and award- winning market intelligence platform.

Are you hiring?

SIACharts is a tech-focused, growing company and always looking for passionate people in the wealth industry currently residing in Calgary. Please send your resume into [email protected] and [email protected] to introduce yourself. We will keep your information on file for any future opportunities.

Testimonials

☆☆☆☆☆ 5/5

The team at SIACharts are committed to building and evolving the right tools for Advisors and Portfolio Managers to assess the market through Relative Strength. I’ve worked closely with their team and their passion to help both new and existing clients set up and maintain a robust risk management system is extremely valuable and rare in the industry. Their new and improved website makes the UI/UX much more intuitive. I’m always looking forward to the events and webinars that they host, and I’m always left with something I can implement in our business. Highly recommend them from both a Macro and Micro analysis perspective of the financial markets

Given the endless production of opinions, research and services available to investment advisors and portfolio managers, it is important to be able to cut through the noise and build a repeatable process when it comes to refining the investment choices to work with. By utilizing SIACharts and the customizable watchlists that can be ranked on a relative strength basis combined with an effective risk management trading strategy that allows for models to be created and implemented, makes it the most useful tool I’ve encountered in 35 years . The application of the software saves an incredible amount of time, this is not a luxury, but rather a necessity that allows me to spend more time with clients. If you are investigating platforms to assist you in managing portfolios, I’d suggest you can stop looking.

SIACharts is integral to our Portfolio Management process. The breadth of their data offering is incredible and gives us a major competitive advantage in the industry. Once you understand the power of relative strength analysis, you won’t go back to what you were doing before.

I’ve been managing money for over three decades and I’ve discovered SIACharts few years ago. It brought me added value to my overall analysis. In our process, SIA Charts help us control risk, which is primordial. Sectors to add, trim or to avoid in few simple clicks.