Kwanti also named a finalist in the ThinkAdvisor 2025 Luminaries Awards For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was...

Kwanti has expanded the customization options for PDF report cover pages, giving advisors greater control over branding and presentation. These enhancements build on the existing cover page functionality by adding layout flexibility, color customization, and...

Kwanti now includes fundamental data for Stocks, ETFs, and Mutual Funds, available directly within the Screener and Asset Profile. This enhancement builds on Kwanti’s existing research tools by adding key financial metrics, giving you a more complete view when...

Kwanti has released a new feature to provide greater visibility into household-level PDF reports: the Summary Page. This enhancement provides Advisors a structured and detailed breakdown of each account within a Group portfolio, enabling more precise and efficient...

We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Allocation Tax-Aware ETF models are now live and available in Kwanti. With these additions, Kwanti's Model Marketplace now boasts over 100 diverse models...

Kwanti recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as...

xPDF is a game-changing feature designed to streamline portfolio analysis for prospects. With xPDF, you can easily upload PDF statements directly into Kwanti, and our system automatically extracts position details and creates portfolios for you. Eliminate manual entry...

We are releasing a new set of features (at no extra cost) designed to enhance the way financial advisors manage prospect/client risk—Kwanti’s Risk Profiling Tool. This powerful addition enables advisors to send risk profiling questionnaires, compare client risk...

We are expanding our Model Marketplace with 5 new models from a leading model provider, WisdomTree. These 5 new WisdomTree models are available in Kwanti. WisdomTree U.S. Conservative Growth Model WisdomTree U.S. Moderate Growth Model WisdomTree U.S. Growth Model...

We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Global Allocation models are now live and available in Kwanti. With these additions, Kwanti's Model Marketplace now boasts 100 diverse models from top...

Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their practice and deliver a high-quality, personalized client experience. Accounts held at...