—LAUNCHING 2020—

Get Early Access to The Smart ETF System For Advisors

Become an Early Adopter!

* Required

Find The Best ETFs For Your Clients

PortfolioWise™ is a cutting-edge platform that empowers advisors to construct and propose ETF-based portfolios that align with client risk.

Find The Best ETFs For Your Clients

PortfolioWise™ is a cutting-edge platform that empowers advisors to construct and propose ETF-based portfolios that align with client risk.

Become an Early Adopter!

* Required

Why Should You Join?

  • It’s free! Get complimentary access to a three-month advisor license
  • 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!  →  →  →  →

A Whole New Way To Select ETFs?

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

Build Powerful Portfolios

Build and manage ETF-based portfolios across an array of risk levels and investment strategies, based on an alpha-driven ETF rating algorithm.

Zero In On the Best ETFs For Your Clients

Use our “fund family neutral” tools to find and compare ETFs by cost, risk, or performance characteristics.

Get new ways to analyze the market

Get high-level market analysis using our rating and ranking system that helps to point to larger shifts and opportunities.

Improve Client Communication With Easy-To-Read Reports

Click-to-Share white-label ETF reports for clients. Explain and validate your portfolio choices with our third-party research.

Help shape PortfolioWise!

Join Early Access Today!  →  →  →  →

*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 info@chaikinanalytics.com.