Exhibit A For Advice

Transform Your Client Experience With
Wealth's Premiere Custom-Branded Charts

It's time to supercharge your client communication

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Created by the most content-driven advisors in the financial community:

Clients and prospects don't have time for market jargon—they need clear, compelling visuals that make complex ideas click. We give you access to these visuals and more.

- Michael Batnick
Chief Executive Officer, Exhibit A

Seamless Personalization

Brand Your Insights With Ease

Your firm's logo, colors, headshot, and disclosures are all we need to create a consistent theme across all of your new visual insights.

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Exclusive Insights

Unlock a Dynamic Library of Charts & Templates

Now that we have your branding, our technology automatically white-labels and updates (daily) over 100+ exclusive charts and 10+ pre-built deck templates.

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New Client Material In Seconds

Create Custom Decks For Client & Prospects

Create powerful market and economic updates in seconds, saving time, showcasing your expertise, and leaving a lasting impression on your clients and prospects.

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Simplify Your Workflow

Automate Your Deck Delivery

Once you create a deck, simply pick a frequency (daily, weekly, monthly, quarterly) and we will automatically email it to you with every chart updated.

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Expert Commentary

Inform With Key Talking Points

Whether it is you or the client that needs to be walked through a chart, our key talking points explain abstract concepts in simple terms.

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Compound Your Reach

Retain and Grow

You are now the subject matter expert. It's time to educate, build trust, and leave a lasting impression on your clients and prospects.

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Pricing

Select A Plan That Works For You

Individual

$299 /month

If you are looking for a seat just for yourself

Individual Plan Features:

100+ Custom-Branded Charts (updated daily)

10+ Custom-Branded Deck Templates

Expert Key Talking Point Commentary

Unlimited Custom Deck Creation

Automated Deck Delivery

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Team

discounts apply
$449 /month

If you are a small RIA or asset manager and
looking for multiple seats (10 maximum)

Includes everything in Individual Plan +

Unique Login for Every Additional Seat

Designated Firm Admin

Branding Uniformity or Custom Branding Per Seat

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Enterprise

Let's Talk

For large enterprises looking for a more comprehensive solution

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FAQs

Frequently Asked Questions

What is the story behind Exhibit A?
Exhibit A was built by the world's renowned, content-driven financial advisors who understand the unique challenges of client communication. Drawing from years of experience, we've designed over 100 expertly crafted visuals to address the most pressing market-related questions clients ask on a recurring basis. Our experts include Michael Batnick, Josh Brown, Ben Carlson, and Matt Cerminaro (aka "Chart Kid Matt"). Our mission is to provide advisors with the tools they need to educate, engage, and empower their clients with clarity and confidence no matter the market environment.
Is there a free trial available?
Yes! Exhibit A offers a 7-day free trial so you can explore the platform and see how it works for your needs. Additionally, you can request a sample deck at the top of this page before engaging in a trial.
What does the $299 monthly subscription include?
The $299/month subscription includes unlimited access to Exhibit A's chart library, updated daily across four key sections: Investment Principles, Markets, Economics, and Thematics. Our thematic charts are continuously refreshed to address client concerns and provide the most up-to-date insights.
Are the charts compliance-friendly?
While the charts are prepared with compliance in mind, it is your responsibility to ensure compliance with your own firm policies and securities regulations prior to use. We allow you to include your own customized disclosures at the end of every deck.
Who is Exhibit A designed for?
Exhibit A is designed for financial advisors and wealth managers who want to elevate their brand, stand out in a competitive market, and deliver value to clients. Whether you're an independent advisor or part of a larger firm, Exhibit A helps you create visually stunning and informative content tailored to your unique audience.
How can Exhibit A's charts benefit my firm and my clients?
Charts are incredibly powerful because people are visual learners—65% of the information humans retain is visual. By using well-designed, custom-branded charts, you can clearly communicate complex ideas, making it easier to educate clients on key investment principles. This not only enhances understanding but also positions you as a trusted subject matter expert. In our founders' experience advising clients, utilizing the charts available on the Exhibit A platform has been a game-changer in fostering stronger connections with clients and prospects.
What can I do with the charts from Exhibit A?
You can use Exhibit A charts to create professional client decks, write blog posts, share updates on social media, or enhance your brand's visibility through newsletters. Our charts are designed to drive awareness of your expertise, keep clients focused on their long-term goals, and provide timely insights into markets, economics, investment principles, and thematic trends.
What makes Exhibit A different from other charting platforms?
Exhibit A goes beyond basic charts. We offer a unique custom-branded experience with charts specifically designed to enhance advisor-client communication. We do this by combining our unique wealth-management expertise with visually engaging custom-branded designs to help advisors build their brand, establish trust, and present information in a way that clients and prospects can easily understand and retain.
What makes Exhibit A different from other charting tools?
Exhibit A provides fully custom-branded charts specifically designed for financial advisors. Unlike generic charting tools, our charts empower advisors to build their brand, enhance client communication, and establish a reputation as thought leaders. With content that's relevant, timely, and visually engaging, Exhibit A makes it easier than ever to connect with clients and keep them informed.
How often are the charts updated?
Our charts are updated daily to ensure you always have the most current and relevant data at your fingertips. Whether it's new market trends, economic shifts, or evolving thematic insights, Exhibit A keeps your content fresh and aligned with what matters most to your clients.

Meet Your New Team

Every client and prospect deserves a personalized, visual experience from their Financial Advisor. Our team, led by industry experts, is committed to helping you deliver this unique experience.

michael batnick exhibit a

Michael Batnick, CFA

Chief Executive Officer

Michael is the CEO of Exhibit A and a Managing Partner at Ritholtz Wealth Management. A veteran in wealth management, he ensures the platform's charts align with advisors' needs to communicate with clients. Michael is also the author of The Irrelevant Investor blog and co-host of the Animal Spirits and The Compound and Friends podcasts.

matt cerminaro exhibit a

Matt Cerminaro

Chief Product Officer

Matt, also known as the "Chart Kid," leads product direction and visual strategy at Exhibit A. He drives idea generation for the platform's visuals and guides the overall product direction, leveraging his expertise in data visualization to create engaging, user-focused experiences.

eric diviney exhibit a

Eric Diviney

Chief Technology Officer

Eric brings 10+ years of experience building web and mobile applications to his role as Chief Technology Officer at Exhibit A. As a co-founder, he leads the technical direction and architecture of the platform, driving innovation to ensure a seamless, cutting-edge experience for users.

aram festekjian exhibit a

Aram Festekjian

Chief Design Officer

Aram leads product experience and creative direction at Exhibit A, crafting an intuitive and seamless platform for financial advisors. He blends UX, branding, and visual design to enhance usability, strengthen engagement, and deliver a frictionless user experience.

aram festekjian exhibit a

Graham Thomas

Chief Revenue Officer

Graham has 25 years of experience in sales and marketing in the Financial Services industry, holding various sales leadership roles across Software, Data, and Media, where he consistently drove revenue growth, built high-performing teams, and developed strategic partnerships with key industry players.

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