Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

Product Description

About this Product

Company Logo
Efficient platform for portfolio construction and proposal generation:
  • Institutional-caliber analytics: performance, risk, allocation, stress test
  • Easy to use, interactive visuals
  • Attractive proposals and reports in seconds with built-in PDF editor

About Kwanti

Kwanti was founded post-2008 crisis with the goal of providing superior metrics and visuals for investment risk and performance. Since then, Kwanti evolved to encompass all portfolio analytics an advisor needs for model construction, client portfolio reviews and proposal generation. Kwanti is used daily by hundreds of advisory firms. Our commitment to advisors - Ease of use: provide an elegant, integrated user experience to save you time and effort. - Data quality: ensure accurate and documented data and calculations. - Support: respond promptly and prioritize your requests over new sales and development. - Security: implement industry best practices and certifications to protect your client data.

Product Details

Contact Us

Social Media Icon

Social Media

More info about us

Categories Icon

Category

Research & Analytics
Integrations Icon

Integration Capabilities

Daily Data Files
Serving Since Icon

Serving RIAs Since

2008
Discounts Icon

Discount for Schwab Clients?

No

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® and Schwab OpenView MarketSquare™ are services 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.