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.