Quantitative investment research firm Chaikin Analytics announced on Friday the launch of a new ETF ratings system for financial advisors.
PotfolioWise is intended to help advisors build stronger ETF portfolios, according to Chaikin Analytics, by using the firm’s methodologies to provide ratings indicative of expected future ETF performance.
"As volatility and uncertainty pervade the market, advisors need a resource that cuts through the noise and enables them to identify the best investments for their clients," said Carlton Neel, CEO of Chaikin Analytics, in released comments. "At the same time, advisors are under pressure to differentiate themselves versus other traditional advisors as well as robo-advisors. PortfolioWise helps address these issues with its unique methodology, which leads to better investment outcomes and improved client conversations."
Through PortfolioWise, advisors can select and compare ETFs across a number of categories, including ratings, expense ratio and liquidity. Quantitative, fund-family neutral ratings score ETFs from very bullish to very bearish.
The new system can help advisors enhance their engagement with clients, according to Chaikin Analytics, PortfolioWise includes visual communications like reports and charts, all fully compliant and ready for white-label presentation.
The system will also prompt advisors with personalized and timely alerts about client portfolios, and allow advisors to stay informed about market shifts and opportunities with market and sector tracking tools.