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  • 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.

    Pricing

    Advisor
    Single user license
    $90 monthly, cancel anytime
    or $900 one year commitment
    Firm

    Multi user license
    Shared models
    Request a quote
    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

    3,485 total views, 15 views today

  • 3,486 total views, 16 views today

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