Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
San Francisco, CA, USFounded 2008kwanti.comNot yet confirmed by the company
What it does
Kwanti is portfolio analytics software for financial advisors, from solo practices to multi-advisor firms, large RIAs and broker-dealers. Advisors use it to analyse current and prospect portfolios and to show clients a before-and-after comparison against a model.
The platform covers asset allocation, sector, style and region breakdowns, performance statistics, 30-year back-tests, yield and income, fund expense and tax analysis, correlations and portfolio optimisation. Historical and custom stress scenarios show how a portfolio would have fared in past crashes. Advisors can send a risk questionnaire, compare results to the portfolio and generate an investment policy statement, then produce white-labelled PDF proposals. Add-ons include PDF statement extraction and an SMA data feed, and a model marketplace is included.
Kwanti has built portfolio analytics in San Francisco since 2008. Annual-billing prices are $224 per user per month for a single user and $195 per user per month for firms with at least five users; enterprise pricing is custom, and a 14-day free trial is offered.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Portfolio stress testing
- Prospect PDF statement extraction
- Risk questionnaire and IPS generation
- White-labelled proposals
- Model portfolio management
- Portfolio optimisation
- Fund expense and tax analysis
Pricing and deployment
- Pricing model
- Per seat
- Published pricing
- Single $224/user/month and Multi (min 5 users) $195/user/month, billed annually; Enterprise custom; SMA feed and PDF extraction add-ons $75/month each; 14-day free trial
- Deployment
- Cloud
Integrations
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