Kwanti Portfolio Analytics
Product
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
- Currently Offered
Kwanti Portfolio Analytics brings prospect diagnostics, portfolio analysis, and branded proposal generation into one adviser workflow. Advisers load prospect holdings to benchmark performance, risk, correlation, and allocation side by side, send customized risk questionnaires that compare results against portfolio risk scores, and generate detailed personalized investment policy statements in one flow. Single-click PDF export produces white-labeled proposals.
PDF statement extraction pulls every position from an uploaded prospect statement automatically, and stress testing simulates historical scenarios such as 2008, the dot-com bust, and COVID. Model management supports proprietary models plus marketplace subscriptions from managers including BlackRock and Fidelity. This record was written 2026-09-21 from the Kwanti product page.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
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