Name: Kwanti
Price: 80 USD
Author: Kwanti

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

AI Development

Cross-Browser Testing

Functional Testing

PHP Frameworks

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Case Management

Collaboration

Contract Analysis

Whistleblowing

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

SaaS Spend Management

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Cybersecurity Consulting

Data Center Backup

Data Center Cooling

Data Preparation

Data Warehouse

DevOps

Embedded Database

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Managed Security Service

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Sensitive Data Discovery

User Virtualization

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Advocacy

Email Marketing

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales

Identity Threat Detection & Response Software

Security

Apparel

Aviation

Direct Secure Messaging

Geographic Information

Healthcare Learning Management

Intelligent Document Processing

Mental Health

Practice Management

Simulation

Text Analysis

Vertical-Specific

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Kwanti is a portfolio analytics and proposal generation tool specifically designed for financial advisors, wealth managers, investment managers, broker-dealers, and registered investment advisors (RIAs). The vendor claims that this software solution is tailored to meet the needs of small to large financial advisory firms, providing them with tools to analyze portfolios, conduct stress tests, generate proposals, and streamline client management. According to the vendor, Kwanti allows professionals in the finance industry to gain insights into performance, allocation, and risk, while ensuring data security and compliance.

## Key Features

**Portfolio Analysis**: According to the vendor, Kwanti enables users to visualize performance, allocation, and risk with ease. It claims to provide insights into risk factors, contributing holdings, and portfolio opportunities. The product also offers stress testing capabilities to support informed investment decisions and simulation of trading strategies to manage portfolios and achieve client objectives. The vendor emphasizes its commitment to data security and compliance through continuous monitoring and multi-factor authentication.

**Model Management**: The vendor states that Kwanti allows users to create and manage custom model portfolios. It also offers access to models from world-class money managers through the Kwanti Model Marketplace. Team members can easily share models, and adjustments to weightings can be made effortlessly.

**Client Acquisition & Retention**: The vendor claims that Kwanti facilitates the benchmarking of prospect portfolios against recommended model portfolios. This feature enables the generation of compelling proposals with visuals, charts, and detailed metrics. Users can customize client reports to focus on relevant information. Additionally, Kwanti offers data integrations with leading custodians and portfolio management platforms to streamline client management.

**Integrations**: Kwanti can be connected to favorite WealthTech applications, according to the vendor. This integration capability allows for seamless workflows and reduces the likelihood of manual errors. The product also offers integrations with trusted partners in the industry, as per the vendor's claims.

Basic

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

Kwanti

Investment Portfolio Management

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Investment Portfolio Management Software

Kwanti

Overview

What is Kwanti?