Category: Kwanti

Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

3/19/2025

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share.

The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Technology Conference, which took place March 3rd – 6th in Dallas, Texas and saw over 1,000 total attendees. The survey is one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based solely on advisor input.

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

11/12/2024

Kwanti announced two new enhancements to their platform: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements, as well as xPDF, a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours.

Risk Profiling is a set of new features designed to enhance the way advisors manage client risk, starting with the introduction of a dedicated Client section in Kwanti. A Client in Kwanti is designed to help advisors better organize their clients’ data, making it easy to manage everything from risk assessments to portfolio reviews. Each Client acts as a hub for managing questionnaires, portfolios, and more, ensuring that client-specific data is organized and accessible.

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics

9/24/2024

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2024 WealthManagement.com Industry Awards – an annual competition and industry-leading awards program often referred to as ‘The Wealthies’.

The firm was recognized at the tenth annual Industry Awards ceremony and gala, held on September 5th, 2024, at the Ziegfeld Ballroom in New York City, with Gauthron attending the ceremony and accepting the award.

Kwanti Earns High Customer Satisfaction Ratings in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

2/13/2024

Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/ analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share.

The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Technology Conference, which took place January 22nd – 25th in Las Vegas and saw over 1,000 total attendees.

Kwanti Announces New Integration with Altruist

10/4/2023

Kwanti announced a new integration with Altruist. Advisors using both Kwanti and Altruist can leverage Kwanti’s comprehensive suite of analytics – including detailed allocation drill downs, expense and income analysis, and stress testing client portfolios – and now have the ability to view actual performance data that is reconciled daily for their Altruist accounts. Both positions and history are transferred and are refreshed daily with data from previous close.

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

8/22/2023

Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability.

"Investing involves many hidden costs that reduce returns,” said Christophe Gauthron, CFA®, Founder and CEO of Kwanti. “It’s important for financial advisors to not only identify these costs in portfolios but also demonstrate and explain them in an understandable fashion to clients.”