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"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."
James Harpst
President, Infresh Financial Network
www.infresh.biz
"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."
Allan Harkness
President, Peak Brokerage Services
"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."
Robert C. Henderson
President, Lansdowne Wealth Management, LLC
www.lwmwealth.com
"You have a great tool. We thoroughly enjoy using your product and
find it very useful for us and our clients."
Don L. Frugé Jr.
President, Oxford Investment Advisors, LLC
"By using Kwanti Portfolio Analytics and powerful visuals for our
managed futures fund, we are able to increase exposure to investors."
Oren Kaplan
CEO, MFutures
"Kwanti is cost effective, intuitively intelligent and actionable. I use it
to understand and properly structure investment portfolios for my clients."
G. K., Financial Advisor
Philadelphia, PA
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"I have been looking for a tool like yours for a long, long time"
Vice-president,
Fidelity Investments Institutional Services
"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
affordable price."
Gabriel Kaplan,
Derastone LLC, New York
"I really like your application. I have been using it everyday, and find it very helpful"
Vice-president/Portfolio manager,
Morgan Stanley, New York
"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..."
Vince Walker,
Sound Retirement Advisors LLC
www.soundretirementadvisors.com
"I'm thrilled to use Portfolio Lab. I have other tools but they
are slow and more difficult to use."
Ryan F. Kavois
Isis Wealth Management, Orland Park, IL
www.isiswealthmanagement.com
"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."
Matthew J. Kelley
President, Gold medal waters Inc.
www.goldmedalwaters.com
"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!"
Stewart Taggart
"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!"
A financial advisor in California
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