Analytics to
spot risk before clients ask scale your practice build proposals in minutes make every client conversation count close deals and build trust win every prospect meeting
- Diagnose any prospect portfolio
- Compare portfolios side-by-side
- Generate branded proposals in minutes
Why Kwanti
Everything You Need to Advise with Confidence
Purpose-built for financial advisors. Built with the depth your strategy deserves and the speed your day demands.
Portfolio Analysis
Dig deep with just a few clicks. Kwanti puts data behind your expert recommendations — across allocation, drawdowns, and risk exposure.
Stress Testing
Simulate historical market events and custom scenarios. Show clients exactly how their portfolio would have weathered 2008 or the 2020 crash.
Model Management
Build models as unique as your strategy or leverage the world's best money managers. Share, compare, and iterate across your team.
Custom Proposals
Generate elegant, white-labeled proposals in minutes. Show the "before vs. after" that closes business with prospects.
Risk Profiling
Send clients a questionnaire, compare results to their portfolio, and generate a personalized investment policy statement — all in one flow.
PDF Statement Extraction
Upload a prospect's PDF statement and Kwanti pulls every position automatically. Skip the manual data entry and walk into every meeting with the analysis already done.
Platform preview
See It in Action
Real analytics. Real data. Everything you need to walk into any client meeting with confidence.
| Symbol | Name | Price | Shares | Weight | Value |
|---|---|---|---|---|---|
| $CASH | CASH | 1.00 | 90,141 | 17.05% | 90,141 |
| AAL | American Airlines Group Inc | 12.78 | 1,288.85 | 3.12% | 16,472 |
| VEIEX | Vanguard Emerging Mkts Stock Idx Inv | 37.27 | 220 | 1.55% | 8,199 |
| VFSTX | Vanguard Short-Term Investment-Grade Inv | 10.47 | 2,507 | 4.97% | 26,248 |
| VWEHX | Vanguard High-Yield Corporate Inv | 5.53 | 2,238 | 2.34% | 12,376 |
| PCEF | Invesco CEF Income Composite ETF | 19.96 | 1,010 | 3.81% | 20,160 |
| ODVYX | Invesco Developing Markets Y | 38.12 | 374 | 2.70% | 14,257 |
Swipe to explore →
By the numbers
Trusted Across the Industry
18 years
Analyzing portfolios since 2008
150K
Proposals generated per year
1,500+
Firms across the US
15+
Custodian & CRM integrations
99%
Live call answer rate
100%
US-based team
What advisors say
Trusted at Every Level of the Industry
"I have been looking for a tool like yours for a long, long time."
"I really like your application. I have been using it every day."
"I love Kwanti. The reports are super simple for the client."
"I'm thrilled to use Kwanti. Other tools are slow and more difficult to use."
Integrations
See all integrations & the Model Marketplace →Works with the Systems You Already Run
Ready to See What Kwanti Can Do?
Start free in minutes. No credit card. Full features from day one.