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Your KYP Solutions

Your one stop technology solution for all your Know Your Product (KYP) 2022 compliance needs.


Risk Management

Macro Equity Market Analysis

Proven risk management system for financial advisors to serve as your lighthouse when out at sea in the markets. Using the SIACharts Equity Action Call™, you no longer have to guess if your investments are in uncharted waters by getting in front of sentiment changes in the market.

Asset Allocation

Tactically Follow Money Flows

Guessing which asset classes you should overweight or stay away from isn’t possible with continually changing market environments, government policies, and world events.  Advisors need a system to help understand the $94 Trillion world economy. SIA ranks 7 major asset classes using relative strength to identify the strongest asset classes for tactical optimization.

Investment Selection

Stocks, ETFs, Mutual Funds

How do you narrow down an universe of 80,000+ investments across North America? With advanced scanning & screening tools, 580+ ranked reports on most major indexes and funds, and AI analysis, it is easier than you think.  We provide unbiased and objective analysis using relative strength for powerful and straightforward investment analysis.

Portfolio Construction

Models & Strategies

Have you ever wondered how a basket of 20 Stocks or ETFs performed over the past decade with accurate performance and risk metrics? Create new portfolios strategies, back-test them, and then build your model results in a matter of minutes.  Build and track your own models with powerful custom functionality to tell your unique story to attract new clients and grow your book! 


Stay Alerted 24/7

Set price, zone, or advanced alerts that will work for you around the clock keeping you informed about necessary movement or important triggers in the market.  Highlight your key holdings, linking them to your models, and get alerts for timely actionable ideas.

Marketing & Reporting

Analyze, Organize, Customize

Effective and timely client communication can be cumbersome and overwhelming. But with the right tools at your disposal, it can be more effortless and fruitful. Custom marketing design tools help convey your message seamlessly month after month. Utilizing powerful performance and risk data to attract new assets and grow your practice. Have fun differentiating yourself from the pack!

Let our technology do the talking.

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