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Kwanti

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4 reviews
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Average star rating
4.8
Serving customers since
2008

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Kwanti Reviews

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Justin C.
JC
Justin C.
06/30/2020
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Review source: G2 invite
Incentivized Review

Analyze a ton of information in little time

The layout, design, and visuals. It's everything. I literally ENJOY using Kwanti, it is quick, responsive, and the design is sleek and modern. The way it functions is well thought out and you can quickly ascertain large amounts of analytical information about a security, fund, or portfolio in very little time.

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HQ Location:
San Francisco, US

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What is Kwanti?

Kwanti is a financial analytics platform designed to assist investment advisors in portfolio analysis and management. The platform offers a range of tools for performance reporting, risk assessment, and scenario analysis, enabling users to enhance their investment strategies and client communications. With a focus on user-friendly interfaces, Kwanti provides integrations with various custodians and portfolio management systems to streamline data import and management processes. The platform is suitable for both small and large advisory firms, offering scalable solutions to meet diverse portfolio analysis needs.

Details

Year Founded
2008
Website
kwanti.com