Portfolio Analytics

Produce high-quality reports
Customize content in seconds

Portfolio Reports

Kwanti includes a point-and-click editor to produce high-quality PDF reports suitable for printing or display. Using a preview window you can efficiently compose a report with the contents of your choice, suitable for client portfolio review or client acquisition.

Customizable, high-quality PDF reports

  • Choose from several templates and styles
  • Preview window makes it easy to customize the report for each client

Client acquisition

  • Enter a prospect's portfolio in seconds
  • Compare to your model portfolios and demonstrate your value proposition