For the second year in a row, Kwanti was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards thanks to their new Risk Profiling Platform – achieving back-to-back wins in this annual competition and industry-leading awards program often referred to as ‘The Wealthies’.

“We are deeply honored to receive this prestigious industry award for the second year in a row,” said Patric Glassell, Chief Growth Officer of Kwanti. “This recognition reflects our unwavering commitment to innovation and empowering advisors with powerful, intuitive analytics. Winning back-to-back motivates us even more to continue raising the bar, delivering solutions that help advisors navigate complexity and serve their clients with confidence.”

Now in its eleventh year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations, and individuals that support financial advisor success. This year, the Wealthies received a record number of nominations, with over 1,200 entries received from more than 400 companies. Winners were chosen by an independent panel of industry judges. Kwanti was recognized at the red-carpet awards ceremony and gala held on September 4^th, 2025, at Cipriani 42^nd Street in New York City, with Glassell attending the ceremony and accepting the award. The event attracted more than 600 industry executives and team members from leading asset management firms, RIAs, broker-dealers, custodians, technology providers, and other industry-related companies.

To learn more and view a complete list of the 2025 WealthManagement.com Industry Awards winners and finalists, please click here.

RISK PROFILING – A NEW INNOVATION

Kwanti’s award-winning portfolio analytics platform provides visibility into performance and allocation, all risk factors, holdings that contribute to success, and opportunities to reimagine a portfolio. The platform ensures advisors have optimal investment choices and can be prepared for all forms of risk with stress-tested decision making. Kwanti enables advisors to simulate how different trading strategies could have impacted returns in the past to inform decisions about how to manage portfolios into the future.

The Kwanti platform provides advisors with talking points and puts data behind advisors’ recommendations. Advisors can elegantly showcase portfolio recommendations to centrally position themselves in client relationships and close prospects, leverage data integrations with custodians and portfolio management platforms to streamline client management, and finetune advice. Kwanti’s two-way integrations go deeper than most, allowing better efficiencies and saving advisors countless hours on duplicate efforts.

A significant new innovation within Kwanti’s portfolio analytics platform that led to the firm winning this 2025 Industry Award is Risk Profiling, a set of features designed to enhance the way advisors manage client risk – starting with the introduction of a dedicated Client section in Kwanti. Each Client acts as a hub for managing questionnaires, portfolios, and more, ensuring that client-specific data is organized and accessible.

With the Risk Questionnaire feature, advisors can easily send out customizable risk profiling questionnaires to prospective, new, or existing clients. The questionnaires are fully customizable to address the needs of RIAs and broker-dealers with specific compliance requirements. These questionnaires capture each client’s financial goals, risk preferences, and investment horizon. Once completed, responses are saved to their profile, providing a clear risk picture for aligning their portfolio with suitable models.

Kwanti’s Risk Profiling quantifies portfolio risk with a Risk Score, allowing advisors to easily compare a client’s risk tolerance with their current or proposed portfolio. This side-by-side view quickly identifies mismatches, supporting informed adjustments for better client alignment.

After aligning a client’s risk profile with their portfolio, advisors can generate a detailed Investment Policy Statement (IPS) within Kwanti. This IPS captures risk preferences, recommended portfolio adjustments, and a tailored investment strategy, providing a clear roadmap for both client and advisor.

To learn more about the Risk Profiling features, please click here.

ADDITIONAL FEATURES AND ENHANCEMENTS

In addition, Kwanti introduced some other significant new features and enhancements within the last 18 months that led to the firm winning the Portfolio Analytics award:

• Enhanced Cover Page Customization for PDF Reports: The Enhanced Cover Page Customization for PDF Reports provides advisors with unparalleled control over branding and presentation, fundamentally transforming how they deliver client reports and proposals. These enhancements build on the existing cover page functionality by adding layout flexibility, color customization, and background image options. The enhanced cover page customization is available within Kwanti’s PDF report generator.

• PDF Report – Household Summary: The Summary Page provides greater visibility into household-level PDF reports. This enhancement provides advisors a structured and detailed breakdown of each account within a Group portfolio, enabling more precise and efficient client reporting. The Summary Page is a new section within the PDF report that presents a consolidated view of portfolios grouped together. 

• Fundamental and Valuation Analysis: Kwanti now includes fundamental data for Stocks, ETFs, and Mutual Funds, available directly within the Screener and Asset Profile. This enhancement builds on Kwanti’s existing research tools by adding key financial metrics, giving advisors a more complete view when evaluating investment opportunities across asset types – all within the same platform. Whether advisors are identifying high-quality funds, analyzing individual equities, or comparing options across asset classes, the new fundamental data supports more efficient research. By consolidating key metrics within Kwanti, advisors can reduce reliance on third-party tools and streamline workflows.

• New Models added to Kwanti’s Model Marketplace: Kwanti recently expanded their Model Marketplace with 11 new models from leading model provider BlackRock. The BlackRock Allocation Tax-Aware ETF models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts over 100 diverse models from top providers, including BlackRock, State Street, WisdomTree, Fidelity, and Wilshire. All models are accessible directly within Kwanti at no additional cost. 

• xPDF Statement Extraction: xPDF is a document extraction feature that allows advisors to effortlessly upload PDF statements, automatically extracting position details and creating a portfolio for efficient analysis, saving users countless hours.

All of these capabilities led to Kwanti excelling in the recently released Kitces Report on Financial Advisor Technology, where Kwanti earned the highest satisfaction rating in the Investment Research & Analytics category (8.9), as well as the highest value rating (8.7), for firms with more than a 2% market share. Kwanti also received the highest ratings in the Portfolio Stress Testing category, with an 8.3 satisfaction rating and 8.5 value rating. The report noted that Kwanti has “gained meaningful traction” and is among the solutions that “show the most growth and highest satisfaction”, “capturing an increasingly value-conscious advisor base.”

To learn more and stay up to date on all of the new features and enhancements made to Kwanti’s highly rated portfolio analytics platform, please click here.

KWANTI NAMED A FINALIST IN THINKADVISOR 2025 LUMINARIES AWARDS

In addition, Kwanti was recently named a finalist in the ThinkAdvisor 2025 Luminaries Awards among Technology Platforms, Products and Services, making the final cut for the Product / Service Innovation award in the Investment Management category. This is the third consecutive year that Kwanti has been named a finalist in this esteemed industry awards program, which recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession.

“This recognition highlights the groundbreaking enhancements we’ve made to our leading portfolio analytics platform in the last 18 months,” added Glassell. “It emphasizes our commitment to advancing the wealth management community with powerful tools for portfolio analytics and risk profiling, as well as the additions made to our robust model marketplace.”

The 2025 Luminaries program will culminate at the 5^th Annual ThinkAdvisor Luminaries Awards ceremony on Thursday, December 4^th in New York City, with a panel of independent judges made up of distinguished industry professionals determining the winners. To see the full list of finalists and to learn more about the 2025 ThinkAdvisor Luminaries Awards, please click here.