kwanti
HQ Address
50 California St, Suite 1500, San Francisco, CA 94111, United States
Website Address
Business introduction
Smart, insightful data and charts
Build, analyze, present
Kwanti offers comprehensive, institutional-caliber 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.
With Portfolio Lab, advisors can compose, test and show portfolios in seconds to their clients. The product's interactive 'what-if' analytics combined with rich data visualization significantly improves the advisor tool experience and makes Portfolio Lab a valuable complement to standard platforms.
kwanti Solutions
Portfolio Lab
Asset allocation. Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts. Performance analysis. Obtain immediate portfolio backtest results through multiple views emphasizing risk vs. return trade-offs. Supports portfolios of stocks,......
