Enterprise Platform
Portfolio Analytics Built for
Firms That Scale
- Standardize Analytics Across Every Advisor
- Govern Firm-Approved Models and Proposals
- Deploy With SSO and Centralized Admin
By the numbers
Built for firms that need scale
18 years
Built and refined since 2008
1,500+
RIAs, broker-dealers, and advisor networks
100+
Models from BlackRock, Fidelity, State Street, and more
15+
Integrations with custodians and fintech tools
99%
Live call answer rate
100%
US-based team
Enterprise capabilities
Governance and Scale, Out of the Box
Every feature advisors rely on — plus the controls, compliance, and administration large firms require.
Centralized Admin
Manage all advisors, permissions, and model access from a single dashboard. Provision new users instantly.
Single Sign-On (SSO)
SAML 2.0, Okta, Azure AD, Google Workspace. Automated user provisioning via SCIM.
Model Governance
Publish firm-approved models to your entire network. Control versioning and who can modify what.
White-Label Branding
Every client-facing output carries your firm's brand — not ours. Full logo, color, and template control.
Proposal Compliance Controls
Mandate required disclosures, lock specific pages, and restrict which sections advisors can edit. Every proposal that leaves your firm meets your compliance standards — automatically.
Compliance Oversight
Audit logs, activity reporting, and firm-wide dashboards for compliance and operations teams.
Implementation
From Signature to Full Deployment
in Weeks, Not Quarters.
Our implementation team handles the heavy lifting — SSO setup, data integration, user provisioning, and white-label configuration — before any of your advisors touch the platform.
Week 1 — Discovery & Technical Setup
Kickoff call with your IT and compliance leads. SSO provider configured, user directory synced, custodian integrations wired up, and white-label brand assets applied.
Weeks 2–3 — Pilot with Your Team
Firm-approved models published. Proposal templates configured. A small group of advisors onboarded for validation. We refine the configuration before going wide.
Week 4 — Firm-Wide Rollout & Training
Live training sessions tailored to your advisor workflows. Recordings saved for new hires. Office hours with your dedicated account manager throughout the first 30 days.
Ongoing — Dedicated Partnership
Named account manager. Quarterly business reviews. Priority support with same-business-day response. Feature requests tracked on a firm-specific roadmap.
Ready to Deploy Kwanti Across Your Firm?
Talk to our enterprise team and we'll have you up and running in weeks.