AJ
Arman Joachim J.
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Work Experience
N/A
Jan 2022 - Present · 2 years and 11 months
N/A
Jun 2021 - Oct 2021 · 4 months
N/A
Mar 2021 - Jun 2021 · 3 months
Company Details
2-10 Employees
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids 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. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Investment Management, Banks & Financial Services
HQ Location
50 California St Suite 1500 San Francisco, California 94111, US
Keywords
Portfolio AnalyticsModel ManagementStress TestingProspect ConversioClient AcquisitioClient RetentioInvestment DatPortfolio DatPortfolio AnalysisProposals
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