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. Review collected by and hosted on G2.com.

I really wish there was the ability to compare more than two portfolios in depth at once. Some of the functions in the bottom pane on the main analytics screen can only look at two portfolios at the same time.

One missing feature compared to many other analytics softwares is the ability to customize the branding and color scheme to fit my firm. Or at least, an alternative color scheme to the heavily black/dark design. Review collected by and hosted on G2.com.