portfolio analytics

October 1, 2025

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year

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 […]
July 22, 2025

Kwanti Unveils Enhanced Cover Page Customization, Elevating Advisor Branding and Enterprise Identity

Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, recently announced the […]
September 24, 2024

Kwanti Wins Best Portfolio Analytics Platform in 2024 WealthManagement.com Industry Awards

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the […]