Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year10/1/2025
For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards thanks to their new Risk Profiling Platform – achieving back-to-back wins in this annual competition and industry-leading awards program often referred to as ‘The Wealthies’. “We are deeply honored to receive this prestigious industry award for the second year in a row,” said Patric Glassell, Chief Growth Officer of Kwanti. “This recognition reflects our unwavering commitment to innovation and empowering advisors with powerful, intuitive analytics. Winning back-to-back motivates us even more to continue raising the bar, delivering solutions that help advisors navigate complexity and serve their clients with confidence.” Originally published on Business Wire on October 1, 2025. Read full article here. Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, recently announced the launch of groundbreaking enhancements to its PDF report cover page customization. This industry-first functionality provides advisors with unparalleled control over branding and presentation, fundamentally transforming how they deliver client reports and proposals. These advanced enhancements build significantly on Kwanti's existing capabilities, offering a level of design flexibility and brand integration previously unavailable in the market. The update directly addresses the critical need for advisors, particularly within large enterprises, to maintain stringent brand consistency and compliance across all client-facing deliverables. Originally published on Business Wire on July 10, 2025. Read full article here. Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Technology Conference, which took place March 3rd – 6th in Dallas, Texas and saw over 1,000 total attendees. The survey is one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based solely on advisor input. Originally published on Business Wire on March 19, 2025. Read full article here. Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform11/12/2024
Kwanti announced two new enhancements to their platform: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements, as well as xPDF, a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours. Risk Profiling is a set of new features designed to enhance the way advisors manage client risk, starting with the introduction of a dedicated Client section in Kwanti. A Client in Kwanti is designed to help advisors better organize their clients’ data, making it easy to manage everything from risk assessments to portfolio reviews. Each Client acts as a hub for managing questionnaires, portfolios, and more, ensuring that client-specific data is organized and accessible. Originally published on Business Wire on November 12, 2024. Read full article here. Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Technology Conference, which took place January 22nd – 25th in Las Vegas and saw over 1,000 total attendees. The survey is one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based solely on advisor input. Originally published on Citybiz on February 13, 2024. Read full article here. Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability. "Investing involves many hidden costs that reduce returns,” said Christophe Gauthron, CFA®, Founder and CEO of Kwanti. “It’s important for financial advisors to not only identify these costs in portfolios but also demonstrate and explain them in an understandable fashion to clients.” Originally published on PR Newswire on August 22, 2023. Read full article here. |
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