portfolio analytics platform

November 12, 2024

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to […]
January 23, 2020

Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered […]