Kwanti

www.kwanti.com

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 or generate proposals for prospects. 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 for a free trial today!

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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 or generate proposals for prospects. 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 for a free trial today!

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Country

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State

California

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City (Headquarters)

San Francisco

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Employees

1-10

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Customer Experience

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(29)

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