Kwanti

Investment ManagementUnited States2-10 Employees

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals.

Features:
  * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks
  * Custom client proposals, risk profiling and reports
  * Automated PDF statement extraction
  * Integrations with third party vendors and custodians

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