Kwanti, a portfolio analytics platform for financial advisors, has added new features that help financial advisors manage risk for clients.
Advisors can now send clients risk-profiling questionnaires that capture each client’s financial goals, risk preferences, and investment horizon.
Kwanti also allows advisors to look at a client’s risk tolerance and compare it with their current or proposed portfolio. The side-by-side view quickly identifies mismatches and can help advisors better align client portfolios with suitable models. After aligning a client’s risk profile with their portfolio, advisors can generate a detailed Investment Policy Statement (IPS) within Kwanti.
Another addition to the platform helps advisors organize their clients’ data, making it easy to manage everything from a client’s risk assessments to portfolio reviews.
With Kwanti’s new xPDF feature, advisors can upload a client or prospect’s PDF statement and extract position details into a portfolio. This automation removes the need for manual data entry, reducing errors and saving time.
Founded by Christophe Gauthron, CFA, and based in San Francisco, California, Kwanti helps financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and more by delivering portfolio analytics, investment performance data, stress testing, and proposals.
