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.
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Why Should You Join?
Plus, you will be eligible for exclusive pricing once PortfolioWise launches to the public.
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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 WealthManagement.com’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 firstname.lastname@example.org.