This is a powerfully useful tool. From integrations with our other tech, to the PDF reports, to the vast array of data we accumulate on our strategies, it's one of the most important parts of our tech stack that we use almost daily. Very easy to use. Their support team is also very receptive and responds quickly.

I love the ability to compare different portfolios and use this software in sales settings.

Investment concepts are difficult for clients and consumers to understand. As a financial planner, a professional software needs to hold its weight in analytical functions. But when the illustrative design allows it to become a great client-facing tool for teaching, its value goes way, way up. I face very little pushback or challenges from clients when giving investment advice and recommendations, and I think a lot of that has to do with the way Kwanti helps clients "see" where our advice is coming from. It translates financial and numerical concepts into easy-to-digest visuals that make things "click". One of my favorite functions is the ability to convert models from % to share or dollar-based amounts. We often use it to generate rebalancing instructions for clients.