Smart Analytics for Data-Driven Advisors
Kwanti delivers portfolio analytics,
stress testing, and proposals
Today’s investors expect a lot from their financial advisors.
But most advisors do not have the time or resources to balance serving clients well and managing portfolios with data-driven expertise.
Kwanti changes that.
The days of having to choose between building and maintaining your advisory business are over. Kwanti combines powerful analytics and proposal generation to optimize the advisor’s time and resources. By using Kwanti’s platform, you can make informed investment recommendations and offer unique advice to satisfy existing clients—and still have time left to pursue new clients.
Why Kwanti?
Finetune your Advice
Dig deep to get the right answers with just a few clicks. Kwanti puts data behind your expert recommendations to give you confidence in your financial advice.
Manage your Workload
Build models as unique as you or leverage the world’s best money managers. Easily share your models with your team.
Convince and Convert
Keep the clients you have and get more of the ones you want. Create custom proposals that clearly visualize the value you offer to win over any prospect.
Risk profiling made easy
Send prospects and clients a risk profiling questionnaire, compare their results to a portfolio or model risk score, and generate a personalized investment policy statement.
Integrated with the Industry’s Best
