Product Description
About this Product
Custom-branded charts and decks to elevate every client conversation:
- Daily-updating, custom-branded charts & decks
- Built by the Ritholtz visual storytelling team
- Elevate every client & prospect conversation
About Exhibit A
Exhibit A is a custom-branded charting platform built by the team behind Ritholtz Wealth Management's visual storytelling. We simplify complex market data into powerful visuals that deepen relationships and build trust. Advisors gain access to a growing library of 100+ charts and 10+ pre-built decks - covering timeless themes like navigating market volatility, avoiding the pitfalls of market timing, embracing long-term investing, and the importance of diversification. All charts and decks update daily. Advisors no longer need to rely on misbranded, outdated charts. Exhibit A provides a fully custom-branded experience complete with your logo, colors, fonts, and compliance language - so every visual reflects your firm, not someone else's. Think of Exhibit A as your analyst-as-a-service: delivering the insights, design, and polish you need to show up in every client and prospect conversation.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.