PARTNER WITH CHARTRICK

Partner With Chartrick for Technical Market Intelligence

Extend Your Market Intelligence Capability

Technical market intelligence, research and educational solutions for financial professionals, organizations and technology partners.

chartrick partnership
Client Intelligence

Meaningful market commentary for stronger client conversations.

Research Capability

Structured technical analysis to complement internal research workflows.

Scalable Support

Extend market-analysis capabilities without building the entire function internally.

MARKET INTELLIGENCE CHALLENGES

The Industry Bottleneck

01

CLIENT COMMUNICATION

Are your clients understanding the market? Volatility often triggers sudden anxiety and uncoordinated inquiries across client bases.

02

CONTENT

Producing consistent, structured market analysis requires time and specialized expertise.

03

INTERNAL CAPABILITY

Building an internal technical research function requires resources and specialized expertise that incur steep fixed overhead.

● Extend Your Market Intelligence Capability

● A Structured Market Intelligence Framework ●

PILLAR 01 — CLIENT INTELLIGENCE

HELP YOUR CLIENTS UNDERSTAND THE MARKET

Your Clients Deserve More Than Market Noise.

Designed For Key Stakeholders
Wealth ManagersFinancial Advisors / RIAsMutual Fund Distributors (MFDs)Family OfficesAsset Managers
Structured Deliverables
Distribution Channels  Multi-Channel
Pre-Market Dispatches

Formatted for direct advisor distribution at 07:30 AM before market open to anchor early morning calls.

Executive Briefings

Concise macro structure analysis tailored for family office investment committees and CIO briefings.

Direct-to-Client Distribution

Clean, customizable visual charts prepared for use in client newsletters, investor portals and email communications, subject to partner review.

PILLAR 02 — RESEARCH SOLUTIONS

EXTEND YOUR RESEARCH CAPABILITY

CAP. 01

WHITE-LABEL MARKET INTELLIGENCE

Deliver structured technical market intelligence under your own brand, based on an agreed scope, format and delivery schedule.

CAP. 02

CUSTOM TECHNICAL RESEARCH

Request specific analysis of targeted assets, sectors, international benchmarks or emerging technical structures.

CAP. 03

TECHNICAL ANALYSIS SUPPORT

Access ongoing structured technical analysis to complement internal research and market-analysis workflows.

CAP. 04 — DEDICATED TECHNICAL RESEARCH

Your Extended Technical Research Capability

Recurring technical research support designed around your selected markets, assets, timeframes and delivery requirements.

MARKETS

S&P 500 · Nasdaq · Gold · Bitcoin · US Treasuries · Custom Sectors

TIMEFRAMES

Daily · Weekly · Monthly Macro Structure

DELIVERY

Scheduled · On Demand · Custom Formats

WHITE-LABEL & CO-BRANDING

YOUR BRAND. OUR ANALYTICAL CAPABILITY.

Answers “What exactly would I receive?” at a glance.

WHITE-LABEL SAMPLE OVERVIEW
ABC WEALTH MANAGEMENT
Weekly Global Market Outlook — S&P 500 | Gold | Bitcoin | Silver

Complete, ready-to-circulate technical market research prepared to an agreed scope, format and delivery schedule.

Sections Included

Market Trend · Support & Resistance · Market Structure · Technical Observations · Educational Commentary

Prepared for ABC Wealth Management — Technical Analysis by Chartrick

Co-Branded • Customizable • Subject to Partner Review
PILLAR 03 — STRATEGIC COLLABORATION

EXPLORE TECHNOLOGY & DATA COLLABORATION

Chartrick welcomes strategic collaborations with technology, fintech, data and digital-asset organizations exploring new applications of market intelligence and research.

CORE FOCUS 01

MARKET INTELLIGENCE PLATFORMS

Explore opportunities to integrate Chartrick technical analysis frameworks, key market structure annotations, and multi-timeframe commentary into digital advisory portals and market platforms.

  CORE FOCUS 02

DATA & ANALYTICS

Potential collaboration pairing quantitative data feeds with structured, human-verified technical interpretation and key price levels.

RESEARCH TECHNOLOGY

Explore chart pattern detection, automated workflows, and technology-enabled analytical research.

BLOCKCHAIN & DIGITAL ASSETS

Structured technical research supporting digital-asset ecosystems and benchmarks, subject to feasibility.

API / PLATFORM INTEGRATION

Potential integration of Chartrick analytical commentary, key levels and chart annotations into partner platforms, subject to technical scope and feasibility.

JOINT PRODUCT DEVELOPMENT

Explore collaborative design of bespoke market-intelligence modules leveraging complementary technology stacks.

Notice: Potential technology-enabled market analysis applications are subject to scope, feasibility and applicable legal and regulatory requirements. Chartrick does not provide trading signals, automated trade execution or guaranteed market predictions.

PILLAR 04 — EDUCATION & CONTENT

MAKE MARKET EDUCATION MORE STRUCTURED

Chartrick works with educators, organizations and content platforms looking to make technical market education more structured, practical and accessible.

Technical Analysis TrainingCorporate WorkshopsWebinarsEducational ContentMarket CommentaryContent PartnershipsFinancial Education Programs
Educational Framework

Curriculum built around structured market behaviour, multi-timeframe analysis, higher highs and lows, trend confirmation, and key support and resistance levels — designed to reduce noise and improve understanding.

Corporate & Custom Formats Available

TARGET ECOSYSTEM

Who We Support

FINANCIAL PROFESSIONALS

TECHNOLOGY & DATA

EDUCATION & DISTRIBUTION

FRAMEWORK MAPPING

Strategic Alignment

Your Need → Solution → Engagement Model

Your Primary Need
Better client communication
Chartrick Solution
Market Intelligence
Engagement Model
Daily / Weekly Feeds
Your Primary Need
Recurring market content
Chartrick Solution
White-Label Research
Engagement Model
Co-Branded PDF / Portal
Your Primary Need
Specific market questions
Chartrick Solution
Custom Research
Engagement Model
On-Demand Mandate
Your Primary Need
Internal research support
Chartrick Solution
Technical Analysis Desk
Engagement Model
Retainer Desk Access

PROCESS EXECUTION

How Partnership Works

01

DISCOVER

Understand your business model, audience, asset classes and requirements.

02

SCOPE

Define markets, schedule, format, branding and technology parameters.

03

PILOT

Begin with a structured initial engagement to evaluate analytical depth and workflow fit.

Recommended
04

SCALE

Formalize an ongoing partnership aligned with recurring delivery milestones and research requirements.

INITIATE A PARTNERSHIP

Start With a Partnership Pilot

Every organization has different requirements. Begin with a defined pilot engagement to understand how Chartrick’s research, market intelligence or analytical capabilities can fit into your existing workflow.

Network & Partnerships

Know Someone Who Could Benefit From Chartrick?

Introduce Chartrick to wealth managers, financial professionals, organizations or technology companies looking for structured technical market intelligence, research support or educational market content.

BNI members and referral partners are welcome.

Analytical Leadership

Built by a Market Educator. Designed for Market Professionals.

Vipul JakhaliaTechnical Analyst & Market Structure Educator

Chartrick was founded with a clear objective: to replace speculative retail noise with structured, repeatable technical analysis frameworks. Every brief, chart annotation, and white-label report adheres to disciplined market structure principles.

Frequently Asked Questions

COMMON INQUIRIES

A Chartrick partnership is a structured arrangement allowing wealth managers, RIAs, family offices, tech platforms, and educators to integrate our technical market intelligence into their workflows.

We deliver structured technical market intelligence under your own brand, based on an agreed scope, asset focus, format, and publication schedule for seamless distribution to your clients.

The Technical Analysis Desk functions as your extended technical research capability, offering recurring research support customized around your selected markets, assets, timeframes, and delivery requirements.

We explore potential integration of Chartrick analytical commentary, key levels, and chart annotations into partner platforms, subject to technical scope and feasibility.

We begin engagements with structured pilots to evaluate analytical depth and workflow fit before formalizing ongoing monthly or annual retainer partnerships.

No. Chartrick provides structured educational technical analysis, market intelligence, and research support. We do not provide trading signals, buy/sell recommendations, or trade execution.

Coverage includes major global equity indices (S&P 500, Nasdaq, DAX), commodities (Gold, Silver, Crude Oil), digital assets (Bitcoin, Ethereum), and custom sector ETFs.

Deliverables can be scheduled via secure email dispatches, branded PDF reports, raw visual data assets for internal portals, or custom scheduled feeds.

Materials incorporate your primary branding, color palettes, executive disclaimers, and select asset classes, with subtle technical analysis attribution to Chartrick.

All deliverables are framed strictly as educational market structure research. Partners maintain ultimate discretion and responsibility for legal compliance in their respective jurisdictions.

Yes. Custom technical research enables partners to request deep-dive structural reviews on specific securities, sectoral rotations, or emerging multi-week setups.

Standard pilots typically run between 4 and 8 weeks, giving organizations sufficient runway to evaluate team interaction, formatting, and reader feedback.

Educational sessions can be delivered live online, recorded for internal LMS integration, or held as structured interactive seminars for advisory desks.

We maintain direct referral frameworks for professional intermediaries and BNI members who introduce Chartrick to organizations in need of market intelligence capability.

Direct Inquiry

Let's Discuss Your Requirements

Submit your requirements and our partnerships team will contact you.

⚖ Compliance & Analytical Framework Disclosure

Chartrick provides educational technical market analysis, market intelligence and research support. Content does not constitute investment advice, a recommendation, trading signal or portfolio management service. Partnership arrangements are subject to agreed scope and applicable legal and regulatory requirements. Partners are responsible for determining how content is used, presented and distributed to their clients. Chartrick does not provide trading signals, automated trade execution or guaranteed market predictions.