Kwanti Now Integrated with Major Custodians and Technology Platforms

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Innovative portfolio analysis and communication platform completes full suite of integrations with Schwab, Fidelity, Riskalyze and Orion to complement existing integrations with TD Ameritrade

With these new integrations, advisors will have at their fingertips an end-to-end system that will better showcase advisor’s value propositions, while driving workflow efficiencies, increasing capacity, scale and productivity.

Kwanti, a leading advisor technology provider, announced today a suite of new technology integrations with the industry’s leading custodian and technology platforms, including Schwab, Fidelity, Riskalyze and Orion.

These timesaving, data quality and efficiency innovations make Kwanti even more powerful and useful to advisors in helping them present their investment recommendations and proposals to clients and prospects.

“In today’s more complex and competitive marketplace, advisors need more advanced and compelling portfolio analysis and communication tools to further separate their investing process from low-cost, commoditized robo offerings,” said Christophe Gauthron, CEO and founder of Kwanti. “With these new integrations, advisors will have at their fingertips an end-to-end system that will better showcase advisor’s value propositions, while driving workflow efficiencies, increasing capacity, scale and productivity.”

The new integrations enable advisors to securely link accounts at Schwab and Fidelity, as well as TD Ameritrade, in order to conduct portfolio analyses and model recommendations in a rich, visual household display in Kwanti for multiple variables, such as risk, sector concentration, cost, performance, and more. Advisors can drill down and analyze portfolios to make accurate recommendations and generate compelling proposals. Additionally, the new custodian and technology integrations refresh data automatically, saving time and keystrokes.

As model portfolios and “model marketplaces” become more popular with advisors, the new integrations with Orion and Riskalyze enable advisors to compare models in Kwanti, drilling down on hundreds of portfolio analytics to select the right models among the many new choices, increasing every day.

The benefits to advisors are many:

  •     Eliminates manual data entry and risk of errors
  •     Leverages prospect and client data already entered into other systems
  •     Provides instant access to Kwanti analytics and visuals to provide a powerful communication tool
  •     Enables full insight into portfolios and models via deep analysis from high quality data such as Morningstar
  •     Makes portfolio and model comparisons simple and easy, even if from multiple sources.

“Advisors have been using Kwanti to great success to better communicate their investment process and approach,” Gauthron said. “Our analytic and visual presentation system is now even more compelling by being integrated with the top custodians and complementary technology systems advisors use on a daily basis. Going forward we will continue to invest in Kwanti and its mission to provide advisors with the most advanced analytics in an easy to use, elegant platform.”

Kwanti also has many existing integrations with other leading systems and platforms such as Advyzon, Black Diamond, Blueleaf, LSA, Portfolio Pathway, Redtail, and TradePMR.

About Kwanti

Kwanti is an industry leading portfolio analysis and communication platform used by hundreds of advisors in all aspects of investment management. Kwanti provides comprehensive, institutional caliber portfolio analytics in an intuitive, fully integrated, easy to use system to build model portfolios, analyze existing portfolios and generate highly visual and compelling proposals. Founded by Silicon Valley software developer veteran, Christophe Gauthron, CFA, Kwanti’s rich data visualization significantly improves the advisor-client experience. To learn more about Kwanti, please log onto http://www.Kwanti.com.

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Timothy Welsh
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