Past Performance is History

Enhance client engagement and investment outcomes with PortfolioWise™.

It provides advisors with proprietary, forward-looking, quant-based ETF ratings, portfolio analytics and integrated, client-friendly visual communications.

Always looking forward...

ETF wise.

Select and compare ETFs based on our forward-looking “fund family neutral" rating, expense ratio, liquidity, and other criteria.

Client wise.

Enhance your client communications with integrated, easy-to-understand reports and comparisons.

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Build, manage, and analyze ETF portfolios across various investment strategies, risk tolerances, and financial needs. 

Why Should You Join?

  • It’s free! Get a complimentary subscription for unlimited use until April 30, 2020
  • Gain early access to tools that will enhance your client conversations and grow your practice
  • Take part in shaping cutting-edge ETF technology for financial professionals
  • Test and submit feedback on innovative features that have not been released to the public

Plus, you will be eligible for exclusive pricing once PortfolioWise launches to the public.

JOIN NOW to lock in your discount!  →  →  →  →

Get Free Early Access

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A Whole New Way For Advisors To Select ETFs

Introducing ETF-focused technology that combines technical and fundamental characteristics of the underlying stocks in an ETF.

The Heart of PortfolioWise is the Power Gauge

The Power Gauge is a quantitative, forward looking ETF rating for equity ETFs, and a technical rating for fixed income ETFs. Ratings are based on 20 factors, and are fund-family neutral, eliminating any chance of bias.

Comprehensive Portfolio Diagnostics

It’s simple to identify areas of a portfolio that need your review. See Bearish ETFs, and note any ETFs that have had a rating change.

Integrated Client-Friendly Communications

Fully customizable and shareable visually-based reports explain and validate your analysis and recommendations.

PortfolioWise is powered by Chaikin Analytics.

Chaikin’s market-tested methodology has been rating US stocks for more than ten years. In 2019, Chaikin Analytics won’s Best Industry Research Provider award.

*PortfolioWise is powered by Chaikin Analytics. In signing up for this early access license, you will receive marketing communications from PortfolioWise and/or Chaikin Analytics. Access to the product will go live between Fall 2019 and Spring 2020. The final release date has not been determined, but we will keep you up to date as we move closer to the release. We appreciate your interest in becoming an early adopter and we can’t wait to show you the incredible tool that we’ve built with you in mind. Thank you for becoming an early adopter. If you have any questions please reach out to