Analytics: Kwanti provides the essential set of insightful metrics that allows a portfolio evaluation in seconds. We offer detailed asset allocation, risk contribution analysis, blended benchmarks, stress test and optimization using forward models. Institutional-caliber features such as price backfill, custom history upload and more. For convenience, all analytics can be exported to Excel.
Ease of use: Since its introduction in 2010, Kwanti is praised for its intuitive and elegant interface. It requires minimum user input. Most operations are single-step: changes you make in portfolios are immediately reflected in the results. There are no lengthy setups and multiple step forms that are time-consuming or difficult to learn.
Presentation: Kwanti uses responsive layout. As you resize the Kwanti window, the components within it dynamically resize to make optimal use of your display, making your work efficient and providing superb presentation to clients.
Robust: Unlike most online tools using web pages and forms, Kwanti has the robust look and feel of a desktop application with minimum navigation required. It retains all the benefits of a web-based solution: no software maintenance and backup are required.
Support: Kwanti is advisor driven. Your questions and suggestions are most important to us. Whether you contact us by e-mail or phone, your queries are answered promptly by qualified staff.
Affordable: Kwanti is a low overhead company. Thanks to a loyal user base and growth by word of mouth, we are able to price our product attractively.