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Subscription Plans

SIACharts is an all-in-one market intelligence solution for advisors, helping to save time on investment research, so you can focus on what truly matters: your clients!


For MFDA Advisors

Save time with:

Best Value

For MFDA Advisors & Financial Advisors

All Standard tier features +

Most Popular

For Advisors & Portfolio Managers

All Research tier features +

* Contact [email protected] for pricing and payment plans

Feature Details

Asset Allocation/ Risk ManagementUnlimited AccessUnlimited AccessUnlimited Access
Reports/RankingsAll ETF & Mutual Fund RankingsAll Reports & RankingsAll Reports & Rankings
Charting, Comparisons, & Factsheets Fund AccessUnlimited AccessUnlimited Access
Know-Your-Product (KYP)Unlimited AccessUnlimited AccessUnlimited Access
Portfolios 25 Portfolios250 Portfolios500 Portfolios
Key Equity Portfolios (Watchlists) 1 Key Equity Portfolio5 Key Equity Portfolios10 Key Equity Portfolios
Daily Matrixes1 Custom Daily Matrix5 Custom Daily Matrixes10 Custom Daily Matrixes
Customized Benchmarks1 Custom Benchmark5 Custom Benchmarks10 Custom Benchmarks
Back-Testing Toolx2 Yrs+ Historical5 Yrs+ Historical
Zone Alerts and ScanningxScanning, Price, & Zone AlertsUnlimited Access
Custom DashboardxxUnlimited Access
Modelsxx200 Models
SIA Hypothetical ModelsSIA Fund ModelsAll SIA ModelsAll SIA Models
Marketing BuilderxxUnlimited Access
Daily Newsletter & Weekly AnalysisUnlimited AccessUnlimited AccessUnlimited Access
Monthly Webinars/ Focus VideosUnlimited AccessUnlimited AccessUnlimited Access
Concurrent Usersx23
Associates Login Access235
SupportE-mail SupportE-mail & Phone SupportDedicated Account Manager

* Contact [email protected] for pricing and payment plans

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