UNDERSTANDING THE IMPACT OF AI AND TECH ON WEALTH MANAGEMENT
 NOVEMBER 13, 2024 |1:30 PM - 2:30 PM | VIRTUAL

SIA stands for “Strategic Investment Analysis.” SIACharts is a premier investment research solution and portfolio management software. SIA combines comprehensive data with powerful tools & top customer support saving advisor’s time with unique rankings and insights. SIACharts empowers licensed investment professionals with objective fintech research, intuitive features, KYP compliance tools, and in-depth portfolio management solutions saving time & elevating an advisory team’s practice. It was designed to save advisors research time to quickly give them a 5-second analysis snapshot on any investment in North America with the best peer comparison analysis.  

SIACharts has spent the last 20 years simplifying technical analysis and perfecting Relative Strength. The AI-powered technology computes over 10 billion calculations every night populating objective and actionable investment rankings which give advisors an edge in the markets.  

SIACharts was created to see financial advisors across North America grow and prosper in their practice. Striving to be a trusted partner for advisors by understanding their unique businesses, adding value in their day-to-day activities, solving KYP compliance issues, and empowering them to truly differentiate their practice through the integration of reliable market intelligence platform.