Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

​​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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