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SIACharts recognized as 5-Star Wealth Tech Provider

We are thrilled to announce that SIACharts has been selected as a 2022 5-Star Wealth Tech Provider by Wealth Professional Canada in 2022! This is the second year in a row that SIACharts has been selected as a 5-Star Wealth Tech Provider also being recognized in 2021 by Wealth Professional Canada in the Portfolio Management Provider category. This year, SIACharts is being recognized in two categories: the Financial Tools/Dashboards and the Portfolio Management categories!

SIACharts combines comprehensive data with powerful tools and top customer support saving advisors time with unique rankings and insights.

To discover the tech pioneers who are truly shaping industry innovation, Wealth Professional reached out to readers across the country, asking them to name the vendors they rely on for financial planning tools, CRM, back-office support, portfolio management, and digital marketing. Wealth Professional’s 5-Star Wealth Tech Providers report recognizes the tech pioneers who are truly shaping industry innovation. WP invited technology service providers from around Canada to submit a nomination, detailing the problems or pain points their offering is designed to solve or relieve for wealth management professionals and how their solutions differ from that offered by your competitors. To read the full Best in Wealth release, click here.

SIACharts has spent the last 5 years rebuilding their financial technology to make it more powerful, intuitive, and customizable than ever before. With award winning Model Portfolio tools and Reporting, SIA empowers investment advisors to track their model performance and tell their investment management story accurately and uniquely to each client. SIACharts has also simplified technical analysis with their easy-to-understand Relative Strength Reports that cover thousands of stocks, ETFs, and Mutual Funds universes and ability to create any custom combination and portfolio universe desired.

SIACharts is continuing to push the boundaries of fintech by walking the line of listening to advisor needs and feedback and developing new tools and features to enhance the powerful offering. The goal is to always give advisors better market intelligence faster, enhance the current features, solve advisor problems, and have more in-depth tools and data to make better decisions & analysis to help navigate the market uncertainty.

A current subscriber who is a Senior Investment Advisor at a major Canadian bank recently quoted, “Given the endless production of opinions, research, and services available to investment advisors and PMs, 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.”

Licensed Investment Advisors can try a FREE 3-week trial of the award winning SIACharts platform and choose from 3 different subscription levels (Standard, Research, Professional) to match their unique needs. Don’t miss this great opportunity!

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