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
Visit Kwanti.com today for a free 30-day trial!
Company Details
- Employees
- 9
- Founded
- -
- Address
- 50 California St,
- sa****@****nti.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- kwanti.com
- Keywords
- Portfolio Analytics, Model Management, Stress Testing, Prospect Conversion, Client Acquisition, Client Retention, Investment Data, Portfolio Data, Portfolio Analysis, Proposals, Proposal Generation, Data Visualization, Fintech Solution.
- HQ
- San Francisco, California
Kwanti Questions
Kwanti's website is kwanti.com
Kwanti's LinkedIn profile is https://www.linkedin.com/company/kwanti
Kwanti has
9 employees.
View email and phone details for 9
employees at Kwanti.
Kwanti's industry is
Investment Management
Kwanti's top competitors are
Stratifi Technologies Inc,
Nebo Wealth,
Advyzon,
Libretto,
Orion,
Move Health,
Vanilla,
Ycharts,
Impact Communications, Inc. - Marketing & Pr,
Altruist.
Kwanti's support email address is sales@kwanti.com
Kwanti's categories are Investment Management
Kwanti's founding year is 2008
