Portfolio Analytics

    Designed for financial advisors

    • Institutional-caliber analytics
    • Easy to use, interactive visuals
    • Attractive proposals and reports in seconds

    News

    Nov 14, 2014: Kwanti is a participant in Schwab OpenView MarketSquare™

    Aug 26, 2014:
    FA magazine: Educating clients about risk

    June 9, 2014: New feature: Your logo in PDF reports