kwanti
HQ Address
50 California St, Suite 1500, San Francisco, CA 94111, United States
Website Address
Business introduction
Smart Analytics for Data-Driven Advisors
Kwanti delivers portfolio analytics, stress testing, and proposals
Our Story
Kwanti was founded by Christophe Gauthron during the 2008 financial crisis. It wasn’t a great time to start a business, but it was a great time to start helping financial advisors. The name Kwanti was inspired by the term “quantitative analysis”.
Since day one it has been our goal to provide superior metrics and visuals that inspire advisors to go deeper in their analysis of investment risk and performance. We believe that when advisors have the tools they need to feel confident in their portfolio decisions, their clients are the ones who ultimately benefit most.
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,......
