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Wealth & Private Banking › Portfolio & Wealth Management › wealth-rebalancing

Kwanti Portfolio Analytics

Portfolio analytics platform delivering stress testing, proposal generation, and risk profiling for advisors.

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Overview

Kwanti provides portfolio analytics, stress testing, and proposal generation tools designed to optimize financial advisors' time and resources.

The platform enables advisors to make informed investment recommendations, create custom proposals, and manage unique portfolio models.

Kwanti also offers risk profiling questionnaires and personalized investment policy statements to align client risk tolerance with portfolio risk scores.

Key Features

  • + Portfolio analysis with detailed data-driven insights
  • + Model management with ability to build and share portfolio models
  • + Custom proposal generation for client acquisition and retention
  • + Risk profiling questionnaires and investment policy statement generation
  • + Stress testing of portfolios under various scenarios

Integrations

Charles SchwabTD AmeritradeTradePMRFidelity WealthscapeAddeparAdvyzonBetterment for AdvisorsBlack DiamondBlueleafFolioNitrogenOrionPershingRedtail
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