Kwanti
Investment ManagementCalifornia, United States2-10 Employees
Kwanti is a portfolio analytics provider aimed at financial advisors, delivering an integrated, web-based solution that supports model portfolio creation, client portfolio analysis, and prospect proposals. The platform offers features such as drill-down allocation, stress testing, performance and risk assessment, optimization, and blended benchmarks, along with customized client proposals and risk profiling. It also includes automated PDF statement extraction and integrations with third-party vendors and custodians to streamline workflows and support client acquisition, retention, and ongoing portfolio monitoring. Headquartered in San Francisco, Kwanti serves hundreds of firms with daily use across model management, portfolio analysis, and proposal generation. The company positions itself within the investment management industry as a provider of comprehensive analytics designed for financial advisors, emphasizing practical tools for prospect conversion and client retention. Recent developments include feature enhancements to expand capabilities for modeling cash flow and monitoring portfolios, reflecting ongoing product evolution in this space.
1-888-653-2347 
support@leadiq.com 
