Kwanti
Portfolio analytics and risk tools for advisors.
kwanti.comKwanti sells portfolio analytics software that advisors use to analyze risk and run what-if scenarios on client portfolios. Charles Schwab Advisor Services and Blueleaf both list it as a partner.
It was founded in 2008 by Christophe Gauthron and is based in San Francisco. RIA Channel has described it as employee-owned.
What it does
- Portfolio analytics
- Risk analysis
- Scenario modeling
- Client reporting
Coverage
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