Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals, risk profiling and reports * Automated PDF statement extraction * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!
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The Kwanti annual revenue was $436000 in 2026.
Christophe Gauthron is the Founder and CEO of Kwanti.
8 people are employed at Kwanti.
Kwanti is based in San Francisco, California.
The NAICS codes for Kwanti are [5239, 52, 52393, 523].
The SIC codes for Kwanti are [62, 628].