Portfolio Analytics for Financial Advisors
Kwanti's web-based Portfolio Lab is used to run the breadth and depth
of analytics via interactive superior visuals, and to quantify risk
and diversification in multiple portfolios.
Through an intuitive and efficient interface, Portfolio Lab provides institutional-caliber
analytics such as portfolio optimization and risk-adjusted performance metrics.
It is available by subscription to financial advisors to manage portfolios, evaluate investment tradeoffs
and create attractive proposals.
Mar 28, 2013:|
Kwanti announces partnership with TradePMR
Feb 11-13, 2013:
Kwanti exhibits at T3 conference, Miami
Nov 15, 2012:
Asset allocation tools released