Portfolio Analytics

Designed for financial advisors

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

News

Jan 28-30, 2015:TD Ameritrade
Kwanti at TD Ameritrade Institutional conference

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

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