Kwanti brings institutional-grade portfolio analytics, stress testing, and proposal generation into one tool built for independent advisers and RIAs. Its product covers client acquisition with prospect diagnostics and branded proposals, portfolio analysis across performance, allocation, risk, income, and expenses, and model management with proprietary models and a marketplace of institutional providers.
Risk profiling aligns investments with client risk tolerance and generates personalized investment policy statements, while PDF statement extraction converts prospect statements into analyzed positions automatically. Kwanti states it has analyzed portfolios since 2008, serves more than 1,500 firms across the United States, and integrates with custodian and adviser systems including Schwab, Pershing, Fidelity, Orion, and Nitrogen. This record was written 2026-09-21 from the Kwanti homepage and product page.
