Kwanti Adds Fidelity Investments and WisdomTree to Growing Model Marketplace

Share Article

Leading Portfolio Analytics Provider Kwanti Expands Model Marketplace with 20+ Model Portfolios from Fidelity Investments and WisdomTree to Offer Advisors Increased Access to High-Quality Investment Strategies

Our model marketplace helps advisors put their attention where it matters most, which is on their clients.

Kwanti, a leading provider of portfolio analytics technology for financial advisors, announced today that it has added model portfolios from Fidelity Investments and WisdomTree to the Kwanti Model Marketplace. Models from both providers are available directly in Kwanti at no additional cost.

The integration brings 11 WisdomTree models to the platform along with 15 Fidelity models. The model portfolios offer a diverse set of strategies to advisors using Kwanti, allowing them to access portfolios that represent the entire spectrum of risk capacities and a variety of client needs and purpose-driven outcomes.

“Adding Fidelity and WisdomTree to our marketplace is all about increasing accessibility to high-quality investment strategies,” said Christophe Gauthron, CEO of Kwanti. “Models are one of the most efficient ways for advisors to expand their investment offerings to clients and fulfill their fiduciary responsibility to put clients in a portfolio best suited to their unique needs.”

“This year we are seeing exceptional interest in our Modern Alpha® ETF Model Portfolios and we’ve been working aggressively on securing key relationships with third parties to increase our accessibility among advisors,” said Tom Skrobe, Head of Product at WisdomTree. “Kwanti is a prime example of this initiative and we are proud to have our models available through such an innovative company.”

The Kwanti Model Marketplace makes it easy for advisors to discover and subscribe to new investment strategies and implement them immediately in their prospecting process. Every step in the process is handled within the Kwanti platform to get advisors up and running quickly.

“The industry-leading model portfolios in the Kwanti marketplace simplify the entire investment process,” Gauthron said. “Advisors can create proposals more quickly, and they can also make investment decisions faster too, by accepting and implementing any portfolio allocation updates provided by the strategists. Our model marketplace helps advisors put their attention where it matters most, which is on their clients.”

Advisors interested in learning more about the Model Marketplace, and Kwanti’s institutional-caliber portfolio analytics, can visit Kwanti.com to sign up for a free 30-day trial of the platform.

About Kwanti
Kwanti is an industry-leading portfolio analysis and communication platform used by thousands 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 and sign up for your free 30-day trial, please visit http://www.Kwanti.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Christophe Gauthron
Kwanti
+1 415-354-9703 Ext: 2
Email >
Visit website