"Our team was looking for confidence while reviewing and building our various
client portfolios. We found Kwanti to be the tool to give us exactly what
we needed. Portfolio Lab is an extremely easy platform and provides solid
data that can be shared by using the cleanest professional reports out there.
We are also using Kwanti in our prospecting efforts by showing potential
clients diversification shortcomings in their current portfolios. The deep
analytics that Kwanti provide are top-notch and plentiful. Finally, their
support staff is always willing and efficient when answering any questions
we have in a very prompt manner."
"Portfolio Lab is a great tool for advisors; it gives
you powerful research options and it is quite simple to use.
Kwanti is also very good at listening to suggestions and updating the
software with new features. Portfolio Lab has far exceeded my expectations
and is an incredible value when it comes to portfolio software."
"Compared to the complexity of other tools that we have historically used,
we like the simplicity of Kwanti and its ease of use. It also has some
very appealing features from an illustration perspective."
"I have been using Kwanti to do portfolio research since founding my
advisory firm, and have been very pleased with the tools they provide. There
are some specific features of the tool which make it very useful for our
firm, based on our money management strategy, and they have been constantly
upgrading and adding new and better tools. It is far more cost effective
than some of the other services on the market, and it's simplicity and ease
of use make it especially attractive as a research tool for our firm. I
would highly recommend it as a stand-alone tool for advisors, or as a
complement to other tools you are already using."
"You have a great tool. We thoroughly enjoy using your product and
find it very useful for us and our clients."
"Kwanti has quickly elevated itself to one of our top portfolio
review and analysis tools!"
"By using Kwanti Portfolio Analytics and powerful visuals for our
managed futures fund, we are able to increase exposure to investors."
"I am really enjoying getting to know the platform. Extremely useful, intuitive
and a very slick design. The import functions both with BlueLeaf and Excel are
incredibly easy to work with as well."
"I have been looking for a tool like yours for a long, long time"
"Kwanti offers a powerful set of tools enabling and promoting smart
financial analysis and risk management by financial advisers.
We use it constantly to test client portfolios. It is quick,
effective, accurate, designed very well, and above all, it comes at an
"I really like your application. I have been using it everyday, and find it very helpful"
"In building an advisor brand and concentrating on ETFs and CEFs the
ease of use and comprehensive nature of Portfolio Lab make it possible
for a small office to have a world class portfolio analysis tool.
I like the way the software uses efficient markets theory in simple,
easy to understand charts. And of course, there is the price..."
"I'm thrilled to use Portfolio Lab. I have other tools but they
are slow and more difficult to use."
"Kwanti helped our firm to streamline its proposal process, to perform more efficient
portfolio analysis, to keep our model portfolios up-to-date and to offer
more accurate data analysis to clients."
"I have been looking for something like this for ages! I'm in bliss now that I've found it.
Nice, clean, well functioning, sophisticated tool. You've got me as a sub forever!"
"I am with ****** and their trading platform is like trading on an old mainframe in Russia.
Very kludgy, labor intensive and dangerous. I love your system!"
"Kwanti is cost effective, intuitively intelligent and actionable. I use it
to understand and properly structure investment portfolios for my clients."