At Micro Strategies, we provide expert IT solutions that help businesses tackle digital transformation in the best way possible. We particularly address the needs of clients in strategic areas including analytics, security, hybrid IT, business process and content services and managed services. With over three decades of experience, Micro Strategies Read more [...]
Kwanti was founded post-2008 crisis with the goal of providing superior metrics and visuals for investment risk and performance. The name Kwanti was inspired by the term “quantitative analysis”.
Since then, Kwanti evolved to encompass all portfolio analytics an advisor needs for model construction, client portfolio reviews and proposal generation. Kwanti is used daily by hundreds of advisory firms.
Our commitment to advisors
- Ease of use: provide an elegant, integrated user experience to save you time and effort.
- Data quality: ensure accurate and documented data and calculations.
- Support: respond promptly and prioritize your requests over new sales and development.
- Security: implement industry best practices and certifications to protect your client data.
Single user license $90 monthly, cancel anytime or $900 one year commitmentFirm Includes
- Asset allocation analysis
- Equity sector analysis
- Equity style analysis
- 20 years backtest
- Yield analysis
- Risk allocation
- Expenses analysis
- Correlation calculator
- Portfolio stress test
- Portfolio optimization
- Upload asset history
- PDF proposal/reports with your logo
- Excel import/export
- Partners integrations
- Tablet application
- Phone support Mon-Fri
- Email support 7 days/week
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