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
ZI Rank: 1
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ZI Rank
2
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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 Tech Stack
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Kwanti News & Media
Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform
SAN FRANCISCO--(BUSINESS WIRE)-- #advisorsoftware--Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to their platform: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements, as well as xPDF, a document extractionKwanti Wins WealthManagement.com Industry Award for Portfolio Analytics
SAN FRANCISCO--(BUSINESS WIRE)-- #advisorsoftware--Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2024 WealthManagement.com Industry Awards – an annual competition and industry-leading awards program often referred to as ‘The Wealthies.’ “From humble beginnings sixteen years ago to thiKwanti Earns High Customer Satisfaction Ratings in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information
In addition, portfolio analytics solution named Wealthtech Firm of the Year in Wealth Solutions Report’s 2024 Wealth Exemplar Awards Kwanti,a... Read More The post Kwanti Earns High Customer Satisfaction Ratings in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information appeared first on citybiz.Kwanti Announces New Integration with Altruist
Kwanti/Altruist link offers a frictionless experience to financial advisors using both platforms SAN FRANCISCO, Oct. 4, 2023 /PRNewswire/ -- Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model...
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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
