Kwanti

Chris Bettencourt, CFP? of Bethesda Financial Advisors shares why he loves Kwanti's leading portfolio analytics platform in this testimonial video filmed at the #AdvyzonConference. Chris discusses the ease of use and intuitive nature of Kwanti, as well as how he uses Kwanti for comprehensive model management. Watch a demo and sign up for a free trial here: https://lnkd.in/gKKvwqE8 #portfolioanalytics #portfolioanalysis #modelmanagement #modelmarketplace #modelportfolios #stresstesting #proposalgeneration #investmentdata #investmentanalytics

In this video interview with WealthManagement.com filmed at the T3 Technology Tools for Today #T32025 Conference, Patric Glassell discusses the importance of true hyper-personalization in #wealthmanagement and #wealthtech. He highlights the need for #financialadvisors to continually evaluate their technology in order to deliver customized solutions efficiently, and explains how Kwanti’s #portfolioanalytics platform enables advisors to easily create personalized experiences for their clients, helping them stand out in a competitive market. Watch here: https://lnkd.in/e9TNKg-X

Learn more about Kwanti's performance in the 2025 T3 Technology Tools for Today / Inside Information Software Survey in our latest news release, where we earned the highest rating in the 'Investment Data/Analytics Tools' category (8.66) for firms with more than 5% market share, as well as the highest rating in the 'Economic Analysis & Stress-Testing Tools' category (8.55) for firms with more than 3% market share. We also significantly increased market share in both categories! The report dubbed Kwanti a “Software All Star” in both categories, recognizing solutions that finished in the top eight of their categories in market penetration and also achieved an extraordinary (8.0+) average user rating, noting that Kwanti has “made a tradition of living in the rarified 8.00 user ratings club” and "continues to crash the party toward the top of the rankings.” Read more via Yahoo Finance: https://lnkd.in/eMBnSRME #portfolioanalytics #investmentanalytics #investmentdata #stresstesting #economicananalysis #fintech #wealthtech #advisorsoftware #T32025

In this Citywire article detailing the battle for Morningstar Office users, Alec Rich notes that "it's not just all-in-ones that are benefitting from the Office news. Specialists, like portfolio analytics firm Kwanti, are seeing increased interest, too." Kwanti's Patric Glassell said inbound inquiries have been ‘staggeringly high’ over the last few weeks, and that tapping into specialization across a few platforms through integration can be beneficial to #financialadvisors: "It’s important to recognize where people are strong and where people have limitations and where tools complement each other. We can’t do the CRM or the performance reporting parts that a company like Advyzon could do, but we integrate with them, and so it's a complimentary aspect." Read more here: https://lnkd.in/g8FuRxGU #MorningstarOffice #Morningstar #portfolioanalytics #wealthmanagement

3 things: T3 was a reminder of why I love where I work. 1. Friends. I swear I haven’t gotten that many hugs in years. Real ones. That's an authentic community. If you don't know them, I'll introduce you. 2. Fun. Our Impact Communications, Inc. - Marketing & PR event was a blast, even with the weather trying to crash it. If you want to be on the next list, I'll get you on it. 3. Results. Seeing the T3 survey results showing Kwanti’s #1 client satisfaction and market share climb even higher. Proud of our team and let me know if I can share more. Your friendship matters. Stay close. Tell me what I can do. T3 Technology Tools for Today Joel Bruckenstein Christophe Gauthron Matthew Wisz II Matt Bankston, CFP? Nick Bertozzi Jude Grimaldi Advyzon Lauren Grames John O'Connell, MBA Dave Goes Michael Williams Steve Lewczyk Shannon Rosic Beth Rubinoff Shawna Ohm Raj BhaskarJames Cantwell ??Thomas Moore Wim Van Lerberghe Jonny Swift Marie Swift Kartik Srinivasan Paul Morrongiello Danielle White, CEPA?John Mackowiak Hailin Li, Ph.D., CFA J. Helen Yang, CFA Marni Dacy Tim Welsh, CFP Chip Kispert

Kwanti founder Christophe Gauthron sat down for an interview with RIA Channel a few months ago at the #SchwabIMPACT Conference in San Francisco, discussing how #portfolioanalytics can enhance conversations with clients and prospects. Christophe also shared with host Keith Black, PhD, CFA, CAIA, FDP, CDAA the various enhancements and innovations that we've recently introduced to our industry leading #portfolioanalysis platform. Watch the interview here, filmed live at the 2024 Charles Schwab / Schwab Advisor Services IMPACT Conference: https://lnkd.in/ghgPU3T7 Sign up for a free 30 day trial of Kwanti here: https://lnkd.in/gKKvwqE8

We're just hours from the big reveal: ?? T3 / Inside Information Software Survey results. Kwanti's Chief Growth Officer Patric Glassell is one of the many #T32025 attendees keen to see the results. Join us at 5:20 when Joel Bruckenstein & Bob Veres take the stage and keep following along via #T3SocialCam this week as we chat with more top-ranked providers!

The Kwanti team has had an awesome time at this year's T3 Technology Tools for Today Conference! From multiple interviews and media appearances, to connecting with clients, prospects, friends, and colleagues, we had so many great conversations at #T32025. The conference was underscored by the annual Advisor Software Survey produced by T3's Joel Bruckenstein and Bob Veres of Inside Information, where Kwanti yet again received very high client satisfaction ratings in the Investment Data/Analytics Tools (8.66)?and Economic Analysis & Stress-Testing Tools (8.55)?categories, also increasing market share in both categories. The report noted, "Kwanti has made a tradition of living in the rarified 8.00 user ratings club". Access the full survey and report here: https://lnkd.in/gw8Kb_bC #portfolioanalytics #wealthtech #fintech #advisortech #advisorsoftware #investmentanalytics #investmentdata

We had a blast last night after day two of #T32025 at the Friends of Impact VIP/Media Party! Electric Shuffle in Dallas, TX was the perfect place to share drinks, games, and priceless conversations with great company. Thank you to everyone who made it a night to remember! We couldn’t have done it without our sponsors: Myriad Advisor Solutions, Syntax Data, Advyzon , Libretto, Kwanti

The Kwanti team is pumped for the annual T3 Technology Tools for Today Conference next week in Dallas! We'll once again be sponsoring and exhibiting, and hoping to again receive stellar results in the annual Advisor Software Survey produced by Bob Veres and Joel Bruckenstein. If you'll be in attendance at #T32025, stop by our booth to chat with Christophe Gauthron, Patric Glassell, and Matthew Wisz II and hear about the latest features and enhancements made to our award-winning #portfolioanalytics platform. #FinancialAdvisors looking to register last minute - use code T32025Kwanti for $150 off the cost of registration! Learn more and register here: https://t3conferences.com/ #wealthtech #fintech #advisortech #portfolioanalysis