SIACharts is proud to have been recognized as a 5-star Wealth Tech Provider in the area of Portfolio Management by Wealth Professional Magazine.

To discover the best providers of wealth technology in Canada, Wealth Professional reached out to its network of thousands of advisors across the country. Beginning in mid-July, WP asked advisors to name the best wealth tech options across six categories:

• Financial planning software
• Financial planning tools/dashboards
• Portfolio management
• CRM
• Digital marketing
• Back-office support

After reviewing all the entries, the Wealth Professional team whittled down the list to the 26 wealth tech providers that received the best scores from advisors.

“We continue to evolve as a trusted technology platform for our advisors here at SIACharts, adding new features and improvements for our advisors all the time. It’s a tremendous honor to be recognized as one of the best wealth technology providers among the other great technology products and services available to our advisor community” – Paul Kornfeld, SIACharts President.

Full List of WP 2021 5-Star Wealth Tech Provider recipients:

HERE

Disclaimer: SIACharts Inc. specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIACharts Inc. nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.