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Comprehensive risk profiling with client questionnaires. Compare results to portfolios or models and generate detailed investment policy statements.
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See allocation, performance, and risk at a glance. Identify factors that drive returns and opportunities to improve portfolios.
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Quickly benchmark a prospect’s holdings against your model. Visualize differences in performance, risk, and correlations in minutes.
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Create compelling, data-driven proposals that show prospects how your strategies align with their goals.
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Add your brand and create custom cover pages and reports for a polished, professional client experience.
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Win new business with proposals that combine visuals, charts, and clear metrics tailored to each client.
Product Description
About this Product
Efficient platform for portfolio construction and proposal generation:
- Institutional-caliber analytics: performance, risk, allocation, stress test
- Customizable risk questionnaires for prospects & clients
- Professional proposals and reports in seconds
About Kwanti
Kwanti was founded after the 2008 financial crisis to give advisors better tools for measuring investment risk and performance. Today, Kwanti delivers a complete portfolio analytics platform for model construction, portfolio reviews, and proposal generation, trusted daily by thousands of advisory firms. Our mission is to help advisors build stronger client relationships through ease of use, accurate data, responsive support, and robust security. By combining elegant design with institutional-grade analytics, Kwanti saves time, enhances client conversations, and safeguards sensitive data with industry best practices and certifications.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.