Streamline Client Onboarding with Confidence — Powered by SIACharts’ Relative Strength Rankings 

Bringing a new client onboard isn’t just a chance to grow your business; it can be a defining opportunity to demonstrate expertise, build trust, and establish long-term value from the very first interaction. SIACharts understands the importance of that moment, which is why the platform is designed to help simplify one of the most complex areas of wealth management: constructing a portfolio aligned with real-time market leadership and grounded in relative strength rather than legacy assumptions. With access to SIA’s proprietary Relative Strength Rankings, elite practitioners are equipped to quickly identify top-performing sectors, asset classes, and securities, all supported by backtested, model-driven insights. Whether transitioning accounts, reviewing inherited portfolios, or starting fresh, SIACharts can help remove guesswork and streamline analysis. Instead of getting buried in hours of evaluation, elite SIA users often turn onboarding into a confident, forward-looking conversation built on clarity, discipline, and market awareness.

To help deliver consistently high-quality outcomes, many elite SIA practitioners follow a tactical, rules-based process that adapts to evolving market conditions. This approach is not fixed or static but dynamic by design. When the current Equity Action Call (EAC) favors equities, practitioners using SIACharts often shift into an offensive posture, leaning into the strength of the asset class with increased confidence. In such conditions, these advisors may position portfolios with equity exposure at or near the upper bounds of client mandates, even up to 100 percent when appropriate. They rely on SIA’s Asset Class Rankings to identify where relative strength is concentrated, guiding tactical decisions across sectors and styles. New purchases are often focused on investments residing in the Favored zone of their respective SIA Reports, especially those exhibiting Positive SMAX — a signal of ongoing momentum. Underperforming or Neutral holdings are frequently upgraded to sector-aligned leaders, particularly when opportunity cost is a concern. A common best practice also includes sourcing high-conviction names from the combined S&P 100 and TSX 60 universes. Alerts are set to monitor for deteriorating positions, ensuring proactive risk management. This process is not about speculation but a deliberate, tactical application of SIA’s tools that allows advisors to remain responsive and resilient in all market environments. Let’s walk through a practical example. Consider the attached holding list, presented in alphabetical order. The first step is to add these names to a SIA Key Equity Portfolio. This allows the holdings to be overlaid onto various SIA Reports or an advisor’s Custom SIA Report, as shown in the second attachment. While the initial alphabetical list provides some technical data, the overlay (highlighted in blue) within a SIA-ranked report reveals much deeper insight. In the table, green shading represents the SIA Favored zone. The blue-highlighted names from the Key Equity Portfolio that fall inside this zone are performing well, while underperformers clearly stand out in the SIA Unfavored (red) zone. Simply upgrading these weaker positions would tilt the portfolio toward outperforming names in nearly all scenarios, moving it into the Favored zone and improving its rank relative to the index benchmarks. Currently, these benchmarks sit at position #83 for the iShares S&P 100 Index ETF (OEF) and position #87 for the iShares S&P 100 Index Fund (EWIOEF), so this high grading has the potential to meaningfully enhance relative performance.

The methods employed by elite SIA practitioners go beyond portfolio construction and extend into professional oversight, risk control, and client communication. Leaders routinely review holdings to identify emerging strength, rotate out laggards, and fine-tune sector exposure to align with current opportunities. Proactive measures such as setting zone alerts for early downside detection are common. Every trade and rebalance is documented with Know Your Product (KYP) rationale to ensure compliance and transparency. But what truly differentiates elite practitioners is their ability to deliver a disciplined, repeatable process that clients recognize and value. This approach fosters trust and often leads to referrals — not because advisors ask, but because clients confidently recommend an experience built on evidence, clarity, and results. With SIACharts, professionals are not simply navigating the market; they are executing a framework that adapts in real time, supports high-conviction decision-making, and demonstrates leadership at every stage of the client relationship.