# Kwanti

> Kwanti is a portfolio analytics platform built for financial advisors. It delivers portfolio analysis, stress testing, risk profiling, and proposal generation — tools previously only accessible through expensive institutional software or in-house research teams.

Built in San Francisco since 2008. Used by thousands of independent advisors, RIAs, and enterprise advisory firms. Trusted by teams at Fidelity, Morgan Stanley, and Schwab.

## What Kwanti does

- **Portfolio analysis**: Dig into allocation, drawdowns, performance stats (alpha, beta, capture ratios), fund expenses, and correlations across any portfolio.
- **Stress testing**: Simulate historical market events (2008, 2020, dot-com, etc.) and custom scenarios. Show clients how their portfolio would have weathered each.
- **Model management**: Build proprietary models, share them across teams, or leverage Kwanti's Model Marketplace of third-party manager strategies.
- **Custom proposals**: Generate branded, white-labeled proposals in minutes. Side-by-side "before vs. after" comparisons that close business.
- **Risk profiling**: Send clients risk questionnaires, compare results to their portfolio, and generate personalized investment policy statements (IPS).
- **PDF statement extraction**: Upload a prospect's custodial statement as a PDF — Kwanti extracts every position automatically.

## Who Kwanti is for

- **Independent advisors** and solo RIAs who need institutional-quality analytics without institutional overhead.
- **Multi-advisor firms** with 5+ advisors who need shared portfolio data, unified model libraries, and priority support.
- **Enterprise firms** (large RIAs, broker-dealers, advisor networks) that need centralized model governance, standardized proposals, SSO, white-label branding, and compliance oversight.

## Pricing

- **Single**: $224/user/month billed annually ($249 monthly)
- **Multi**: $197/user/month billed annually ($219 monthly), 5-user minimum
- **Enterprise**: Custom pricing with volume discounts, dedicated account management, and flexible contracts
- **Add-ons available on all plans**: SMA support, PDF statement extraction ($75/month each)
- **14-day free trial, no credit card required**

## Integrations

Kwanti integrates with custodians, portfolio management systems, CRMs, and financial planning platforms:
Schwab, Pershing, Fidelity Wealthscape, Orion, Addepar, Black Diamond, Nitrogen, TD Ameritrade, Betterment for Advisors, Advyzon, Blueleaf, TradePMR, Redtail, Folio.

## Contact

- Website: https://kwanti.com
- Email: sales@kwanti.com
- Phone: (415) 354-9703
- Address: 50 California St, Suite 1500, San Francisco CA 94111
- Support: https://support.kwanti.com
- Security: https://security.kwanti.com

## Key pages

- Homepage: https://kwanti.com/
- Product: https://kwanti.com/product
- Pricing: https://kwanti.com/pricing
- Enterprise: https://kwanti.com/enterprise
- Partners & integrations: https://kwanti.com/partners
- About: https://kwanti.com/about
- Blog: https://kwanti.com/blog
- Case studies: https://kwanti.com/case-studies