Kwanti logo

Kwanti

Portfolio Management
active

San Francisco, California, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.4
(2 ratings)
Active: 2Former: 0
Features
4.0
(2 ratings)
Active: 2Former: 0
Reliability
4.2
(2 ratings)
Active: 2Former: 0
Performance
4.5
(2 ratings)
Active: 2Former: 0
Security
4.3
(2 ratings)
Active: 2Former: 0
Value for Money
4.1
(2 ratings)
Active: 2Former: 0
Customer Service
3.9
(2 ratings)
Active: 2Former: 0
Ease of Use
4.0
(2 ratings)
Active: 2Former: 0
Integrations
3.9
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Kwanti

Kwanti is a sophisticated portfolio analytics and investment management software designed primarily for financial advisors and investment professionals. Its primary purpose is to provide users with comprehensive tools for portfolio analysis, risk assessment, and performance reporting. The platform is tailored to meet the needs of financial advisors who require detailed insights into their clients' portfolios, enabling them to make informed investment decisions and present data-driven strategies to their clients. Kwanti's user-friendly interface and robust analytical capabilities make it an essential tool for professionals looking to enhance their advisory services and improve client outcomes. Kwanti sets itself apart with its advanced analytics and intuitive design, which allow users to seamlessly integrate the software into their existing workflows. One of its key differentiators is the ability to perform in-depth scenario analysis and stress testing, which helps advisors anticipate potential market impacts on portfolios. Additionally, Kwanti offers a high level of customization, enabling users to tailor reports and analyses to specific client needs. The platform's overall value proposition lies in its ability to provide actionable insights and streamline the portfolio management process, ultimately helping advisors deliver superior service and build stronger client relationships.

Pricing

0

This vendor doesn't list public pricing information.

Contact for Pricing

Categories

vyq4Wqdkb3hm9cPHCZFaG7NtuMWBHVr5ThtzDkbf

Industry Focus

Financial Services

Key Features

- Portfolio analytics and reporting
- Risk assessment and scenario analysis
- Performance tracking and benchmarking
- Customizable client reports
- Integration with major custodians and CRM systems
- Stress testing and Monte Carlo simulations
- Asset allocation and rebalancing tools

Pros

- Comprehensive analytics capabilities
- User-friendly interface
- High level of customization
- Seamless integration with other financial tools
- Strong support for client communication

Cons

- Pricing information not readily available
- May have a learning curve for new users

Integrations

Redtail logo
Betterment for Advisors logo
Blueleaf logo
Capitect logo
Advyzon logo
Black Diamond logo
Blackrock Advisor Center logo
Wealthscape logo
BNY Mellon | Pershing logo
Wealthbox logo
Compliancemax logo
Riskalyze logo
Schwab Trading logo
MyRIACompliance (RIA in a Box) logo

Key Competitors