Model Management

Model portfolios
Blended benchmarks
Hypotheticals

Portfolio Analysis

Client portfolios
Prospect portfolios
Asset allocations

Proposal Generation

Interactive visuals
Attractive proposals
Reports in seconds

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Kwanti works with custodians and third-party vendors. No need to re-enter your client data.

“We’ve doubled the firm in just the past year and Kwanti has been a key aspect of that growth. It has become such a central part of our advisor’s lives that it is almost like the keys to your car – you use it every day.”

Lloyd Easters, CIO for Jarred Bunch
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