Portfolio Analytics

    Designed for financial advisors

    • Institutional-caliber analytics
    • Easy to use, interactive visuals
    • Attractive proposals and reports in seconds

    News

    Jan 28-30, 2015:Kwanti for Veo
    Kwanti at TD Ameritrade conference, San Diego

    Jan 13, 2015:
    FA magazine article: Art of the Samurai Benchmark

    Nov 14, 2014: Kwanti is a participant in Schwab OpenView MarketSquare™