Product
Everything Your Practice Needs to
Analyze, Propose, and Win
Kwanti brings institutional-grade analytics, stress testing, and proposal generation into one tool built for independent advisors and RIAs — no research team required.
Watch a demo
See Kwanti in six minutes.
Client acquisition & retention
Bring the wow factor to client reporting — from first prospect meeting to ongoing portfolio reviews.
Prospect diagnostics
Diagnose prospect portfolios in minutes.
Load a prospect's holdings and benchmark their current portfolio against the model you'd recommend. See how each portfolio stacks up on performance, risk, correlation, and allocation — visually, side by side, in real time.
Proposals
Generate proposals that close business.
When it's time to seal the deal, Kwanti generates branded, white-labeled proposals with the visuals, charts, and metrics that move prospects from interested to committed. Export a full PDF in a single click.
Risk profiling
Align investments with client risk tolerance.
Send customized risk questionnaires to clients. Compare their results against your portfolio or model risk scores, and generate a detailed, personalized investment policy statement — all in one flow.
PDF statement extraction
Skip data entry. Analyze instantly.
Upload a prospect's PDF statement and Kwanti extracts every position automatically. Walk into every prospect meeting with the analysis already done — no manual entry, no transcription errors, no delay.
Portfolio analysis
Visualize the value you bring. Dig into every dimension of a portfolio — performance, allocation, expenses, income, and risk.
Allocation & holdings
See performance, allocation, and risk with a click.
Performance gains are made with small decisions over the long term. Kwanti reveals every risk factor, contribution to returns, and opportunity to reimagine a portfolio. Get the details right and the big picture falls into place.
Stress testing
Stress-test every decision.
Risk comes in many forms. Simulate historical scenarios — 2008, the dot-com bust, COVID, inflation spikes — and show clients exactly how their portfolio would have held up. Balance what they want against what they can't stand to lose.
Income & expenses
Understand every dollar of cost and yield.
Break down fund expenses position by position, estimate 12-month income distributions, and quantify the tax drag on every holding. Small percentages compound into real dollars over a client's lifetime — Kwanti makes them visible.
Model management
Managed portfolios made easy. Build proprietary strategies, subscribe to world-class model providers, and share across your team.
Custom models
Build models as unique as your strategy.
Design and manage as many model portfolios as you need. Percent-weight or dollar-based, blended models, household groupings — the only limit is how many strategies you can imagine. Updates are as simple as adjusting a slider.
Model Marketplace
Leverage the world's best money managers.
Want the firepower of institutional money managers without building everything yourself? The Kwanti Model Marketplace gives you subscription access to models from BlackRock, Fidelity, WisdomTree, State Street, and more — integrated directly into your workflow.
Team collaboration
Share models across your team.
Whether you're a broker-dealer or a multi-advisor RIA, sharing models is effortless. Your CIO can create, edit, and manage firm-wide strategies while advisors get controlled access to exactly what they need — no more. Consistent strategies, consistent client experiences.
Integrations
See all integrations & the Model Marketplace →Works with the Systems You Already Use
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