The results are in—here’s our T3 Advisor Software Survey recap
6 April 2021

The start of a new year brings one of the most anticipated events in wealth management technology—the release of the Technology Tools for Today/Inside Information Advisor Software Survey.

If you’re not familiar with the Survey, it’s one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. 

This year, you again rated Kwanti as one of the favorite investment analytics and economic analysis tools, and we’re thankful for it. 

In this blog we’ll recap how we ranked in this year’s 2021 T3 Advisor Software Survey and why that matters for advisors looking for better investment analysis technology. 

Investment Data and Analytics Tools

Kwanti placed in two categories: Investment Data and Analytics Tools, and also Economic Analysis and Stress-Testing. 

In the first category, Investment Analytics, we’re grateful to say that we again achieved one of the highest user ratings in the category and came in with the fourth-highest market share—with a higher share than last year’s survey.

When it comes to advisors looking for a new analytics tool, you picked us as the third-leading tool under consideration.

“Every year, Kwanti earns one of the highest user ratings in the category.”

Economic Analysis and Stress-testing

In the Stress-Testing category, Kwanti again picked up an improved market share over last year that brought us firmly into the top ten solutions.

And just like with Investment Analytics, you gave us a great rating—the second-highest among any of the most-used tools, in fact.

In addition to our core rankings in these categories, we were also honored to receive mention as a Portfolio Reporting Tool that advisors are considering.

Why Does Kwanti Rank High in the T3 Advisor Software Survey?

The T3 survey commentary itself notes that Kwanti is perennially one of the highest rated solutions in our respective categories.

Why is that?

We believe it’s because we approach development and innovation with an advisor-first mindset. While many software solutions will talk about how much they listen to advisor requests, we follow through and put the most asked-for items into action.

Recent enhancements like an SMA analysis tool and Folder organization are only two examples of how we put our advisors first.

To read the complete T3 Advisor Software Survey, click here.

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