kwanti
    Financial Advisor Software

    Build, test and present portfolios in seconds

    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 advisors and private investors to manage portfolios and evaluate investment tradeoffs.

    News

    May 9, 2012:
    Portfolio yield charts

    Nov 15, 2011:
    Advisor Perspectives guest article: "The problem with many performance charts"

    Nov 3, 2011:Marketwire
    Advisors get a fresh look at portfolio risk with Kwanti