Kwanti Selected for LPL’s Vendor Affinity Program

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Innovative portfolio analysis and communication platform now available to LPL’s 14,000 advisors at preferred pricing

By joining LPL’s Affinity Program, Kwanti renews its commitment to provide advisors with intuitive analytics and tools to grow their business.

Kwanti, a leading advisor technology provider, announced today that LPL Financial, a leading retail investment advisory firm and independent broker/dealer, has selected Kwanti as a participant in the firm’s Vendor Affinity Program.

As part of the program, Kwanti offers preferred pricing to LPL’s more than 14,000 advisors. The Kwanti platform consists of powerful portfolio analytics and communication tools to centrally position advisors in their client relationships, as well as close new business with prospects.

“LPL Financial has been the leading independent broker-dealer in the wealth management space for more than 20 years, enjoying a tremendous track record of helping its advisors grow and succeed,” said Christophe Gauthron, CEO of Kwanti.

“Kwanti is already used by many LPL advisors. By joining LPL’s Affinity Program, Kwanti renews its commitment to provide advisors with intuitive analytics and tools to grow their business.”

LPL’s Vendor Affinity Program is designed to help advisors reduce the complexity and costs of running their businesses. Vendors are selected based on advisor experience and their ease of doing business with LPL advisors and have met certain security and compliance requirements.

“We recognize that technology is a major contributor to creating increased efficiency and driving greater productivity in our clients’ businesses,” said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. “Being able to connect LPL clients with leading technology solution providers adds a new dimension to the level of service and support we can provide to clients to help them manage and grow their businesses.”

With Kwanti, advisors are able to:

  •     Easily build portfolios and models
  •     Elegantly display hypotheticals, benchmarks, and model comparisons
  •     Analyze for allocation, risk, performance, concentration and more
  •     Enjoy high quality data from leading providers
  •     Leverage powerful data integrations with leading custodians and portfolio management platforms to streamline the investment process

“Now more than ever, advisors need to better differentiate their businesses from commoditized management providers and need to maintain their premium pricing in an increasingly digital world,” Gauthron said. “With Kwanti, they are able to do that and we look forward to supporting LPL advisors with our comprehensive analysis and communication platform.”

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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