Fintech Integration Marketplace

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Kwanti

Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

With Portfolio Lab, advisors can compose, test and show portfolios in seconds to their clients. The product’s interactive ‘what-if’ analytics combined with rich data visualization significantly improves the advisor tool experience and makes Portfolio Lab a valuable complement to standard platforms.

Kwanti
  • Portfolio Analytics
Kwanti

Companies that integrate with Kwanti

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Kwanti

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