Christophe Gauthron, CFA, Founder and CEO of Kwanti, joined Keith Black, Managing Director of RIA Channel, to discuss how portfolio analytics can enhance conversations with clients and prospects.
For 17 years, Kwanti has been offering a simple interface to help advisors track portfolio metrics and facilitate communication with clients. As a 100% employee-owned company, Kwanti can focus on its existing users without the need to meet growth targets demanded by external investors.
Kwanti offers a portfolio analysis solution that can assist advisors in portfolio management, as well as attracting and retaining clients. One of the most common questions clients ask their advisors is the performance of their portfolios. Offering a strong portfolio analysis solution can build trust with clients. Kwanti’s platform has a single interface for both clients and advisors, which streamlines client communications.
The software generates clear, concise, and compelling proposals, including the ability to analyze the risk profile of clients and prospects. The portfolio investment research module allows advisors to perform due diligence and risk analysis on investments and portfolios, whether they generate their own ideas or work with model portfolios.
Kwanti also offers portfolio tracking, benchmarking client results relative to their investment goals and benchmarks. The software has PDF extraction capabilities, allowing advisors to scan paper or PDF statements of prospects and immediately have their portfolios loaded into the analytical platform.
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