Portfolio Analytics

    Immediate insight into your portfolios

    Kwanti's web-based Portfolio Lab is used to run the breadth and depth of analytics via interactive superior visuals, and to quantify risk and diversification in multiple portfolios.

    Through an intuitive and efficient interface, Portfolio Lab provides institutional-caliber analytics such as portfolio optimization and risk-adjusted performance metrics. It is available by subscription to financial professionals to manage portfolios and create attractive reports and proposals.


    Aug 26, 2014:
    FA magazine article: Educating clients about risk

    June 9, 2014: New feature: Your logo in PDF reports

    Jan 10, 2014: New feature: Portfolio stress test