Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Portfolio analytics and proposal generation tool for RIAs focused on risk analysis and client-ready reporting.
Description
Kwanti provides portfolio stress testing and proposal tools for financial advisors enabling comparison of client holdings against benchmarks and model portfolios for client meetings.
Integrations
Kwanti has 22 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Advisor Center Level 3
- Advyzon Level 3
- Altruist Level 3
- AppCrown Level 3
- Black Diamond Level 3
- Blueleaf Level 3
- Capitect Level 3
- Fidelity (National Financial) Level 4
- Harness Wealth Level 3
- InvestCloud Level 3
- iRebal Level 4
- Jump Level 4
- Nitrogen Wealth Level 4
- Orion Advisor Services Level 4
- Pershing Level 4
- Real Estate Financial Planner Level 3
- Redtail Level 3
- Schwab Level 3
- Schwab Advisor Center Level 5
- TradePMR Level 3
- TradingFront Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
No
