Congratulations to all the 2024 ThinkAdvisor Luminaries Finalists! 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 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. Kwanti lets you see performance and allocation, all risk factors, holdings that contribute to success, and opportunities to reimagine a portfolio. Ensure optimal investment choices and be prepared for all forms of risk with stress-tested decision making. Simulate how different trading strategies could have impacted returns in the past to inform decisions about how to manage portfolios into the future.
Within the past 18 months, Kwanti has released a handful of new features to their platform: Kwanti Screener allows advisors to screen for best performing assets and find the right investment opportunities for clients, saving time in the process. Model Portfolio Tracking gives advisors the ability to add a model portfolio’s history of changes to achieve a more realistic illustration and performance calculation. Advisors can powerfully illustrate this through Kwanti’s custom stress testing. Tax Drag Analysis allows advisors to identify hidden portfolio expenses and tax liability, plus efficiently showcase the significant impact of inefficient tax management on portfolio returns. Custom Text Page allows for greater flexibility and customization in generating PDF reports and allows users to add a custom text page to a PDF report (IPS, advisor commentary, additional disclosures, etc.). CIT data is now available to Kwanti users. CITs are becoming an increasingly popular investment option among institutional investors and retirement plan sponsors. By having access to CIT data, advisors can provide more accurate and comprehensive investment advice, while clients can have a better understanding of their retirement account holdings and how they contribute to their overall investment strategy. Kwanti’s two-way integrations go deeper than most wealthtech integrations, allowing better efficiencies and saving advisors countless hours on duplicate efforts. In the last 18 months, Kwanti launched new integrations with Altruist and Betterment for Advisors, as well as an enhanced integration with Advyzon. Accounts held at Betterment or Altruist can now be linked into Kwanti, with portfolio data refreshed every day from Betterment / Altruist to Kwanti. Comments are closed.
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