Kwanti
Financial Software · California, United States · 1-10 Employees
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Overview
Headquarters
50 California St Ste 1500, San Francisco...Phone Number
(415) 354-9703Website
www.kwanti.comRevenue
<$5 MillionIndustry
About Kwanti
Kwanti provides smart analytics and portfolio management tools designed for financial advisors. Their platform enables advisors to conduct portfolio analytics, stress testing, and generate customized proposals, helping them to optimize their time and resources. Targeting financial advisors, Kwanti aims to enhance client satisfaction and acquisition through data-driven insights and personalized investment strategies. The company integrates with industry-leading tools to support advisors in making informed investment recommendations.Explore more
Kwanti Org Chart
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Kwanti provides smart analytics and portfolio management tools designed for financial advisors. Their platform enables advisors to conduct portfolio analytics, stress testing, and generate customized proposals, helping them to optimize their time and resources. Targeting financial advisors, Kwanti aims to enhance client satisfaction and acquisition... Read More
