Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!
Kwanti的外部链接
50 California St
Suite 1500
US，California，San Francisco，94111
Kwanti转发了
In this #SwiftCam interview, Colin Swift talks with Patric Glassell, Head of Sales of Kwanti, at the #SchwabIMPACT conference happening now in San Francisco, CA. They discuss the conference, Kwanti’s new features that help financial advisors manage risk for clients, the firm's latest integrations, as well as their recent awards and recognition. Watch here:
The Kwanti team is so excited to be back at the #SchwabIMPACT Conference by Charles Schwab / Schwab Advisor Services! This year, in our backyard in San Francisco. If you're in attendance, stop by booth 507 in the exhibit hall to learn more about the highest rated #portfolioanalytics platform in the industry, get a quick demo plus a look at our new features, Risk Profiling and xPDF, and more!
We are thrilled to announce two new features to Kwanti's leading #portfolioanalytics platform! - Risk Profiling enables #financialadvisors to send risk profiling questionnaires, compare client risk profiles with portfolio #riskscores, and generate personalized investment policy statements - xPDF is?a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours Read more in the news release published in Yahoo Finance: https://lnkd.in/g2ka653K
In this #KwanTIP, learn more about CIT data - now available within Kwanti! Collective Investment Trusts (CITs) are becoming an increasingly popular investment option among institutional investors and retirement plan sponsors. By having access to CIT data, advisors can provide more accurate and comprehensive investment advice, while clients can have a better understanding of their retirement account holdings and how they contribute to their overall investment strategy. If you'd like to learn more, click here: https://lnkd.in/dc8nAgK8 #CITdata #collectiveinvestmenttrust #portfolioanalytics
Turn portfolio data into client value. Join Kwanti experts to refresh your analytics skills and strengthen client relationships. Don't miss out!
Turn data into stronger client relationships! Refresh your risk and performance analytics skills to enhance client advice, streamline decision-making, and boost trust. Learn how to apply metrics effectively and explain them in clear, client-friendly terms. Hear from Kwanti experts, Christophe Gauthron and Josh Schwaber, and equip yourself to provide more value and strengthen your advisory process. Don’t miss out! https://bit.ly/4ehXb6I #FinancialEducation #ClientSuccess #PortfolioAnalytics #AdvisorGrowth #FeeOnly #NAPFA #NAPFAwebinar
Kwanti's Josh Schwaber and Patric Glassell are having a great time at the Raymond James #EMPOWER2024 Conference in Chicago! If you're in attendance, stop by our booth to learn more about the highest rated #portofolioanalytics platform in the industry... and hear about an exciting partnership announcement coming soon ?? Learn more about the event here: https://lnkd.in/gQtKAFtW
In this #KwanTIP, discover how you can add a model portfolio's history of changes within Kwanti to achieve a more realistic illustration and performance calculation - a very valuable feature when making proposals to prospects and clients. Watch the video below to see how! If you'd like to learn more about adding history to an existing model portfolio, click here: https://lnkd.in/gte8fNrB #modelmarketplace #modelportfolios #modelmanagement #modelhistory #financialmodels
Looking forward to meeting advisors at #XYPNLIVE2024 and having meaningful conversations about how Kwanti can support your practice, including our new Risk Profiling Enhancement. We’re here to help you find solutions that truly fit your needs—stop by and let’s chat. #XYPNLIVE #AdvisorTech #FinancialPlanning We look forward to seeing you there!
In this week's #KwanTIP, discover how you can easily model a fixed indexed annuity within Kwanti. Once added, you can then analyze the annuity and compare it with other assets, benchmarks, and indices, or use it as an asset in any of your portfolios or models. Watch the video below to see how! If you'd like to learn more about adding #FIAs to your portfolios or models, click here: https://lnkd.in/gynbKe2z #fixedindexedannuities #annuities #portfolioanalytics #portfolioanalysis
Kwanti转发了
Kwanti, a portfolio analytics solution that helps financial advisors and investment managers with prospect conversion, client retention, model management, and more, won the 'Portfolio Analytics' award in the Technology Providers category at the 2024 WealthManagement.com Industry Awards. Get all the details in this news release on the T3 Technology Hub: