KWANTI
Kwanti was founded in 2008 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 integrated with all major custodians and RIA vendors, and is used daily by hundreds of advisory firms.
KWANTI
Industry:
Financial Services FinTech Risk Management Wealth Management
Founded:
2008-04-11
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.kwanti.com
Total Employee:
1+
Status:
Active
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress
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More informations about "Kwanti"
About - Kwanti - kwanti.com
Neeha joined Kwanti as her first full-time role, with knowledge of investing and a backend development internship. She brings a knack for innovative solutions, creativity, and passion for …See details»
Kwanti - Crunchbase Company Profile & Funding
Kwanti was founded in 2008 with the goal of providing superior metrics and visuals for investment risk and performance. The name Kwanti was inspired by the term "quantitative analysis". …See details»
Kwanti - LinkedIn
Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects.See details»
Kwanti Sign in
Don't ask for codes on this device for 30 daysKwanti Portfolio Analytics secure Sign inSee details»
Kwanti’s Gauthron On An Analytical Platform For Both Advisors …
Mar 7, 2025 Kwanti’s platform has a single interface for both clients and advisors, which streamlines client communications. The software generates clear, concise, and compelling …See details»
Behind Kwanti: Christophe Gauthron on Building a Leading …
Jan 5, 2025 Christophe Gauthron, CFA is the founder & CEO of Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client …See details»
Kwanti Analytics - Advisor Services
Kwanti was founded post-2008 crisis with the goal of providing superior metrics and visuals for investment risk and performance. Since then, Kwanti evolved to encompass all portfolio …See details»
Product - Kwanti - kwanti.com
Upload a prospect’s or client’s PDF statement for instant analysis. Kwanti automatically extracts position details, allowing you to analyze data quickly and efficiently. This powerful add-on …See details»
Support - Kwanti
User guide FAQ Submit a request email: [email protected] We answer most inquiries within two hours.See details»
Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor ...
Mar 6, 2025 Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently …See details»
How are Kwanti Analytics different - Kwanti Support
Analytics: Kwanti provides the essential set of insightful metrics that allows a portfolio evaluation in seconds. We offer detailed asset allocation, risk contribution analysis, blended benchmarks, …See details»
Kwanti - YouTube
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 thousands …See details»
Blog - Kwanti - kwanti.com
Dec 7, 2023 Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their …See details»
Getting started – Kwanti Support
With Kwanti Portfolio Analytics you can: Build model portfolios and test their performance Diagnose client/prospect portfolios Understand the sources of risk and return Compare …See details»
Client - Kwanti Support
A Client in Kwanti is designed to help advisors better organize their clients' data. Within a Client, advisors can create and store both current and proposed portfolios, as well as establish a risk...See details»
Testimonials - Kwanti - kwanti.com
"Kwanti is a great tool for advisors; it gives you powerful research options and it is quite simple to use. Kwanti is also very good at listening to suggestions and updating the software with new …See details»
Pros and Cons of Kwanti 2025 - TrustRadius
What is Kwanti? Kwanti is a portfolio analytics and proposal generation tool specifically designed for financial advisors, wealth managers, investment managers, broker-dealers, and registered …See details»
FAQ – Kwanti Support
General What can I do with Kwanti Analytics ? How are Kwanti Analytics different ? Does Kwanti integrate with other systems ? Does the trial version have all the features enabled ? What are …See details»
Pricing - Kwanti - kwanti.com
Kwanti is valued by advisors for its elegant and simple user interface. It is an ideal choice for portfolio construction and impactful presentations to clients and prospects.See details»