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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!

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Starter

For Fund-Focused Advisors

Standard

Save time with:

  • Daily Newsletter, Weekly Analysis, & Monthly Webinars
  • ETF & Mutual Fund Report Rankings
  • Asset Allocation & Risk Management
  • SIA Fund Models
  • Charting, Comparisons, & Factsheets
  • Know Your Product (KYP)
  • Email Support
Best Value

For Fund-Focused Advisors & 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 Builder
  • Custom Dashboard
  • All Alerts & Scanning
  • More Portfolios & Benchmarks
  • Concurrent User Access
  • Dedicated Account Manager
  • & Much More!

* Contact [email protected] for pricing and payment plans

3-Week Free Trial

Feature Details

FeaturesStandardResearchProfessional
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

Request a Demo
3-Week Free Trial

TRUSTED BY:

td-asset-management
scotia-wm
richardson-wealth
raymond-james
national-bank-wm
manulife-securities
rbc-gam
ia-private-wealth
cibc
canaccord-genuity
BMO-GAM
aligned-capital-partners

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