BlackRock Model Portfolios Now Available on the Kwanti Platform

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Innovative portfolio analysis and communication solution now includes sophisticated BlackRock model portfolios at no cost.

As model portfolios and model marketplaces become more popular with advisors, our new integration with BlackRock will be a very powerful solution.

Kwanti, a leading advisor technology provider, announced today that BlackRock’s model portfolios can now be accessed directly through the Kwanti platform at no additional cost.

BlackRock’s highly popular model strategies provide advisors with a sophisticated, diversified portfolio offering, enhancing their investment management process, while saving time, driving efficiencies and helping them to be more productive. Combined with Kwanti’s superior presentation platform, advisors are able to quickly and easily generate compelling investment proposals using BlackRock’s models.

“As model portfolios and model marketplaces become more popular with advisors, our new integration with BlackRock will be a very powerful solution,” said Christophe Gauthron, CEO of Kwanti. “We now have multiple integrations with dozens of custodians, technology partners and leading asset managers such as BlackRock, providing a comprehensive platform for advisors to easily model updates and generate proposals for their clients’ portfolios.”

Kwanti is widely known for making it easy for advisors to leverage powerful data integrations with leading custodians and portfolio management platforms to streamline the investment process for building portfolios and models. Kwanti’s fully featured platform elegantly displays hypotheticals, benchmarks, and model comparisons, enabling advisors to analyze for allocation, risk, performance, concentration and more, while leveraging high quality data from Morningstar and other leading providers.

“This new partnership with BlackRock will go a long way to helping advisors focus on growing their practices by simplifying their investment process with a leading asset manager and our communication and analytical technology,” Gauthron said. “We look forward to continuing to expand our platform with additional offerings and technology integrations.”

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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