Today marks the official launch of Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context. Conceptualized and launched through executives from Ritholtz Wealth Management (RWM), a registered investment advisor (RIA) managing over $5 billion in assets for high-net-worth clients and institutions, Exhibit A extends RWM’s expertise to other RIAs and financial advisors, aimed at fostering deeper client relationships.
For years, RWM has used charts and visual storytelling to explain market trends and financial concepts across its widely read blogs, hit podcasts and social media platforms. Now, advisors can leverage that same approach to engage their own clients more effectively. Exhibit A helps them explain complex financial concepts and data sets clearly, making it easier to engage clients and build trust. Building on RWM’s reputation for clear, no-nonsense financial commentary and data-driven insights, the platform launches with over 100 of wealth management’s most premiere charts and 10 pre-built deck templates, which are updated daily, helping advisors turn raw data into clear, compelling insights. The platform also allows for full customization, enabling advisors to brand content with their logos, color schemes and required disclosures for a polished, professional look.
“If you follow us, you’ve probably heard us talk plenty about ‘Chart Kid’ Matt Cerminaro – and that’s because we know the power of great storytelling,” said Michael Batnick, CFA®, CEO of Exhibit A and managing partner and director of research at RWM. “Markets are noisy, and data without context is relatively useless. Exhibit A helps advisors cut through the noise, focus on what actually matters and deliver insights their clients will actually remember.”
Exhibit A turns historical and real-time market data into uniquely engaging charts and graphs that illustrate investing principles, investment performance and risk exposure at a glance. Clear visualizations highlight key takeaways such as investment growth, asset allocation and economic impacts, making it easier for advisors to connect with clients and drive them toward smarter financial decisions. Feedback from early adopters has been overwhelmingly positive, with beta users praising Exhibit A’s ability to illustrate and communicate complex financial topics in visual formats that resonate with investors.
Exhibit A’s founders include Batnick, Matt Cerminaro as chief product officer, Eric Diviney as chief technology officer and Aram Festekjian as chief design officer. The platform’s key features include:
- Pre-built decks covering market volatility, U.S. market performance, historical bull and bear markets, and earnings trends.
- Customizable client presentations with key talking points, historical context and educational insights.
- Versatile content for client meetings, blogs, social media, in-person events and presentations.
“Through our work at Ritholtz Wealth Management, we’ve seen firsthand how the right chart, presented the right way, can turn a confusing market narrative into a moment of clarity for clients,” said Cerminaro. “Exhibit A is about taking what we’ve learned and putting it in the hands of advisors everywhere. We believe every financial professional should have access to that same advantage— while allowing their brand to shine via charts customized to their firm’s color scheme, logos and disclosures.”
Batnick added: “The way advisors communicate is just as important as what they communicate. Every great advisor knows that their job isn’t just about managing portfolios. It’s about managing expectations, emotions and big-picture decisions. Exhibit A helps make those conversations easier by turning complex data into something clients can actually understand and act on.”
Exhibit A is available for $299 per seat, per month, with firmwide and enterprise pricing options also available. Advisors interested in learning more can visit exhibitaforadvice.com, or find Batnick and Cerminaro on stage at Future Proof Citywide on Monday, March 17th.
Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!
