New additions include monthly market and economic commentary ghost-written by Ben Carlson, partner at Ritholtz Wealth Management, along with expanded planning visuals advisors can use directly with clients

Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context, is announcing new updates today. Launched by executives from Ritholtz Wealth Management (“Ritholtz”), a registered investment advisor (RIA) managing over $7.6 billion in assets for high-net-worth clients and institutions, the firm’s affiliate Exhibit A extends Ritholtz’s expertise to other RIAs and financial advisors, aimed at fostering deeper client relationships.

The platform transforms historical and real-time market data into uniquely engaging charts and graphs that illustrate planning and 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.

“We’re obsessed with taking the complexity out of financial data,” said Michael Batnick, CFA®, CEO of Exhibit A and managing partner at Ritholtz. “Advisors spend a lot of time answering the same questions. Why markets moved. What it means. Exhibit A gives them a better way to show those answers and connect with clients.”

Exhibit A’s new features include:

• Custom-branded monthly market and economic commentary ghost-written by Ben Carlson, CFA®, Partner and Director of Institutional Asset Management at Ritholtz
• Expanded planning-related topics integrated into the Chart of the Week, covering developments related to tax rates, retirement plan contribution limits, education planning insurance, legacy planning and more.
• Charts and pre-built decks focused on long-term market behavior, structural trends, performance and more for supporting planning decisions and investment discipline
• Customizable presentations with client-facing key takeaways, historical context, and educational and planning insights

“Markets are constantly evolving, and investors are often trying to interpret headlines without enough context,” said Carlson. “When investors are deciding between risk and reward, they benefit most from perspective. I am looking forward to helping them translate market dynamics into practical takeaways so that they can improve their financial lives.”

Since launching last year, Exhibit A has expanded from just over 100 charts to more than 160.

The platform is now used by 229 advisory firms representing $308 billion in combined assets under management. In less than a year, advisors have downloaded nearly 18,000 charts and generated more than 14,000 custom presentations, showing consistent use in client communication.

“Exhibit A is hands down the best investment we’ve made as a business. Most market content is made for people who trade. Our clients are long-term investors,” said James Bailey, founder of Perspective Wealth Partners. “Exhibit A helps us separate signal from noise and turn that into charts and decks our clients actually understand and value. We never enter client meetings without these branded, timely and relevant insights.”

“This is no longer just chart software helping advisors turn raw data into clear, compelling insights,“ said Matt Cerminaro, chief product officer at Exhibit A. “Integrating Ben’s market perspective alongside deeper planning visuals reflects how Exhibit A is evolving. What we’re building is a custom-branded content engine that combines visuals with expert commentary, enabling advisors to share polished monthly market updates and financial planning content effortlessly.”

Exhibit A is available for $299 per seat, per month, with firmwide and enterprise pricing options also available. Advisors interested in learning more can connect with Cerminaro at Future Proof Citywide in Miami from Sunday March 8^th – Wednesday, March 11^th.

About Exhibit A

Exhibit A helps financial advisors cut through market noise and communicate more clearly with their clients. The platform offers a growing library of data-driven charts and ready-to-use presentations, helping advisors turn complex financial topics into simple, impactful insights. Built by the team behind Ritholtz Wealth Management’s visual storytelling, Exhibit A exists to make client conversations more effective. Learn more at exhibitaforadvice.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260309346801/en/