---
title: SIACharts Inc. Reviews
meta_title: 'SIACharts Inc. Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how SIACharts Inc. works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# SIACharts Inc. Reviews
**Vendor:** SIACharts  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About SIACharts Inc.
SIACharts is an investment research platform that has been providing market intelligent solutions to financial advisors for over 15 years. SIA's proprietary Equity Action Call based on global capital money flows tracks seven major asset classes and provides advisors insights on where to best be positioned from an asset class allocation standpoint. SIACharts AI-powered technology analyzes over 80,000 investments including equities, ETFs, and mutual funds, performing more than 10 billion calculations every night. These calculations produce 600 ranked reports from a relative strength basis which allows advisors to position their clients' portfolios within the strongest sectors and individual investments. By narrowing down the investment field saving valuable research time allows the advisor to focus on client relationships and marketing their practice. SIACharts offers a robust modelling tool where you can build custom current or back dated models by importing or inputting trades as well as follow any of our hypothetical model strategies that we run and maintain on the platform.




## SIACharts Inc. Reviews
  ### 1. Using SIA Charts adds to the discipline needed to be a consistent performer in the wealth mgmt arena

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brent H. | Senior Investment Advisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 04, 2022

**What do you like best about SIACharts Inc.?**

There is a learning curve, as with most technical services, however the software is intuitive once you are up and running with the program.  The flexibility is impressive

**What do you dislike about SIACharts Inc.?**

There is a significant amount of information, however the process does narrow the funnel for investment selections.

**What problems is SIACharts Inc. solving and how is that benefiting you?**

SIA assists in eliminating the waste of time spent on identifying poor investment selections and cleans up the process.  I'm more productive and my clients benefit by having higher quality decisions made and by me having more time to discuss their personal situation.



- [View SIACharts Inc. pricing details and edition comparison](https://www.g2.com/products/siacharts-inc/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-09+23%3A11%3A38+-0500&secure%5Bsession_id%5D=0347cf26-aeec-4af7-9572-8bd5a18530c4&secure%5Btoken%5D=cc8b8d2662baa231ff986ada691a11b9c72f847e2fe5540a98ced40f381342e6&format=llm_user)

## SIACharts Inc. Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

## Top SIACharts Inc. Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (547 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (425 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)