"Three visual analytics to educate clients about risk in a bull market" is our latest article as published in Financial Advisor Magazine. In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations to clients...

This summer, several enhancements were unveiled for Portfolio Lab PDF reports. Earlier we reported that you can now upload your logo into the reports. The second enhancement is to keep track of the customization made on each portfolio report. Whether you add or remove...

Kwanti's default asset allocation view is based on data licensed from Morningstar Institutional, to present a detailed asset allocation of the portfolio based on a 13 asset classes breakdown (5 for stocks + 5 for bonds + commodity + cash + other). Following a request...

Show your logo in the PDF reports produced by Portfolio Lab! With the recently added point-and-click upload, in complement to the client/firm customizations, you can now brand your reports in the blink of an eye. For best results, upload a big size image (at least 400...

You may have heard about the Heartbleed vulnerability affecting many web sites and possibly exposing private information. We have thoroughly reviewed Kwanti's code and servers. We do not use (and have never used) the versions of openSSL that are susceptible to the...

If your portfolio contains an asset with short history, you can still backtest the portfolio for extended periods of time by using backfills. Based on feedback from advisors, the latest release of Portfolio Lab adds enhancements to this functionality. Choose any asset...

A stress test is an estimate of portfolio return under various scenarios. With this new feature in Portfolio Lab, you have one more tool to assess portfolio risk that is easy to use, easy to understand and to explain to clients. To display the stress test results for...

Single index benchmarks such as the S&P500 are widely used but often inappropriate for measuring performance. As an alternative, blended benchmarks provide an appropriate reference for manager selection and performance attribution. Read our whitepaper. How can...

What if you wish to backtest a portfolio for an extended period of time, but the portfolio contains one or more assets with short history, for example a mutual fund or ETF with recent inception date ? Portfolio Lab offers an automated approach to handle this...

Kwanti will be at the FPA Experience conference in Orlando, Oct. 19 to 21. Visit us on the exhibit floor, booth #719 where you can see demos and have a peak at our upcoming product enhancements!  

Portfolio Lab for iPad is available to all Kwanti subscribers at no extra charge from Apple app store. With this application, you gain instant mobile access to your Kwanti portfolios and an elegant way to communicate with your clients!

As an institutional member of the Financial Planning Association, Kwanti welcomes FPA members and offers a 10% discount on subscriptions to Portfolio Lab.