Luminaries 2024 Finalist - Kwanti: Innovation in Investment Management Firm Award

Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists!
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At Impact Communications, we are thrilled to work with such amazing thought leaders and innovative firms.
Kwanti, profiled below, is an exemplary firm and deserves this recognition and more.

Firm Award: Innovation in Investment Management

Kwanti is a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. The intuitive, web-based interface allows investment advisors to balance serving clients well and managing portfolios with data-driven expertise by combining powerful analytics and proposal generation designed to optimize time and resources.

Kwanti users can elegantly showcase portfolio recommendations to centrally position themselves in client relationships and close prospects, leverage data integrations with custodians and portfolio management platforms to streamline client management process, and finetune advice. Kwanti enables advisors with talking points and puts data behind advisors’ recommendations.

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