What’s New
Product Spotlight: Get X-Ray Vision with Detailed Holdings Analysis
If you’re like most advisors today, you likely see a lot of client portfolios composed primarily of mutual funds or ETFs. You probably even manage portfolios like those yourself. Creating a portfolio built on these types of pooled investment vehicles is an efficient...
How Kwanti Ranked in the 2020 T3 Advisor Software Survey
Every year, the wealthtech industry waits with anticipation for the updated version of the T3 & Inside Information Advisor Software Survey. Researched, compiled, and written by industry titans Joel Bruckenstein and Bob Veres, the Software Survey gives a look at...
How to Win More Business with Kwanti Analytics
What techniques do you use in your sales process to prove to a prospective client that you’re the right advisor for them? You may walk them through your financial planning process, your investment philosophy, and show them your model portfolios if you have them. All...
Kwanti and Addepar Integration
We’re always looking for ways to improve and enhance the Kwanti platform. One of the ways is through integrations with other best-in-class advisor technology platforms. One of our most powerful integrations is coming to you in the april 2020 product update. We’re...
How to Talk to Your Clients About Fund Fees
Comparing prices is as American as homemade apple pie. When people go to a physical store, they don’t just buy what they see on the shelves; they pull out a smartphone and compare the store’s price against what Amazon or a number of other online-only retailers offer....
How to Talk to Your Clients About Weathering the Storm
One of the highest values a financial advisor can offer to clients during turbulent and emotional times is perspective. While a client may see only the value of their portfolio in a given moment, you have the experience and expertise necessary to help them see the...
History extended to 25 years
The maximum history window for performance has been extended from 20 years to 25 years. This ensures that you can illustrate the late 90's bull market and subsequent 2000 bear market. In a future release, we plan to further extend the window to 30 years of history.
Blended Models
Create a blend of individual models with a weight assigned to each component model. For example, a blend of sleeves for different asset classes: We designed this feature for maximum flexibility. You may: Blend models created within Kwanti, or models imported from our...
Favorite dates
When using specific dates for performance display, avoid repeating manual entry of these dates by using the favorites list. To add/remove dates in the favorites list, make sure that Date is selected, then click on the down arrow at the right of the...
Income and yield
Portfolio income is important for some clients. This analysis estimates the portfolio yield and the timing of portfolio distributions in the next 12 months. Drill down to the income estimate and the yield detail calculation tables Compare the income and yield of two...
T3 2019 Software Survey: Kwanti ranks at the top in customer satisfaction
More than 5,500 members of the financial planning/investment advisory community participated in the T3 2019 Technology Survey. Across 20 different industry categories, Kwanti’s satisfaction ratings of 8.64 and 8.55 were among the highest recorded. See the full...
Fintech TV interview: Kwanti for RIAs
Interviewed at the 2019 T3 Tech conference, Christophe Gauthron explains how Kwanti helps advisors with client acquisition and communication.
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