Portfolio Analytics
Pay as you go
Single License
Perfect for the solo advisor or breakaway advisor.
$195/month
per user
The license is for individual use and may not be shared with anyone, or used to produce outputs for anyone but the registered user.
This license has a limit of 50 PDF reports per month.
Save 10% with annual billing: $175/month
Multi License
Empower everyone in your firm. Includes data sharing.
$175/month
per user (minimum 2)
Each license is for individual use and may not be shared with anyone, or used to produce outputs for anyone but the registered user.
Users include IARs, junior/senior advisors, planners, sales persons and CIO/analysts.
The group has an aggregate limit of 50 PDF reports per month, multiplied by the number of licenses.
Publisher license
Perfect for the firm with centralized investment operations.
starting at $575/month
per user
The license is for individual use and may not be shared with anyone.
It allows producing reports for others (IARs, junior/senior advisors, planners, sales persons and CIO/analysts) in the firm.
This license has a limit of 200 PDF reports per month.
All versions include
- Asset allocation analysis
- Equity sector analysis
- Equity style analysis
- 30 years backtest
- Yield/income analysis
- Tax/Expenses analysis
- Correlation calculator
- Risk profile
- Portfolio stress test
- Portfolio optimization
- Upload asset history
- Upload model portfolio history
- Branded PDF proposal/reports
- Partners integrations
- Excel import/export
- Model marketplace
- SMA support (optional, $75/m)
- Phone support Mon-Fri
- Email support 7 days/week
FAQ
None
What can I do with Kwanti Analytics ?
With Kwanti Analytics you can:
– Build and test model portfolios
– Analyze client and prospect portfolios
– Present to clients and prospects using attractive visuals and proposals
The application presents detailed asset allocation with drill-downs, performance and risk metrics backed by institutional-grade data.
Kwanti is valued by advisors for its elegant and simple user interface. It is an ideal choice for portfolio construction and impactful presentations to clients and prospects.
Enhancements and partners integrations are made on a regular basis. Check our recent enhancements.
What are the investments covered ?
Kwanti supports:
- US stocks
- ETFs
- Mutual funds
- Closed-end funds
- SMA (Separately managed accounts)
For other investments, such as:
- annuities
- UITs
- individual bonds
- fixed deposits
we recommend using a proxy (either an index or a fund with similar characteristics).
Note that Kwanti does not support:
- options
- short positions
What are the supported devices ?
Kwanti is web-based and accessible through Chrome/Edge/Firefox/Safari browsers, on desktops and tablets.
How does Kwanti protect the data ?
Please refer to this documentation for details on our security policy.
None
Does the trial version have all features enabled ?
Yes. The trial is fully enabled. However, the PDF reports have a ‘Trial Sample’ watermark.
The integrations with our partners can also be used during the trial.
How can I subscribe ?
To subscribe, you must first have a Kwanti account. You can sign up for a Kwanti account by clicking TRIAL on the Kwanti home page or by clicking here.
If you already have an account, please use our secure order form. We offer:
- Monthly subscription (recurring payment)
- Yearly subscription. After one year, the license is not automatically renewed.
When you subscribe, the portfolios you entered during your free trial are preserved.
Can advisors share a subscription ?
No. Our license terms are per advisor.
Do not share your login/password with another person, except your administrative assistant (assuming the assistant’s usage is limited to portfolio data entry, and the assistant does not hold a securities registration, financial advisor/planner certification or provide advice to clients). Violation of Kwanti’s terms of use will result in termination of the license, with no refund.
If you require more than one license, we offer a volume discount. A benefit of multiple licenses is that you can designate some portfolios as shared between users.
How do I cancel my subscription ?
To cancel your subscription, please contact support@kwanti.com. Under Kwanti’s monthly subscription plan, there is no refund for partial months. Under Kwanti’s yearly subscription plan, there is no refund for the remaining months of the subscription, unless the cancellation is issued within the first 30 days.
Want to
Learn More?
Get in touch with our top of the line customer support team