Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts.
Customer Reviews
Justin C.
Advanced user of Portfolio LabThe layout, design, and visuals. It's everything. I literally ENJOY using Kwanti, it is quick, responsive, and the design is sleek and modern. The way it functions is well thought out and you can quickly ascertain large amounts of analytical information about a security, fund, or portfolio in very little time.
I really, really wish it would classify Emerging Markets as a separate asset class. So many other financial planning/investment systems do, and when I am trying to take data from Kwanti and compare/carry it over into other systems, this is a little bit of a hiccup.
I wish that when clicking on the "details" section of a security/fund, that there would be even more information referenced. Such as listing securities beyond the top 10 holdings table.
If you're using a different portfolio analytics software, compare the price you're paying now compared to what Kwanti can give you at its price, especially if you know you don't use all of the features of your current system. I've had colleagues paying 5x the amount or more for basically the same features they need.
The hardest thing with investment advice is an engaging way to teach, explain, and illustrate concepts to clients. With Kwanti as an interactive, visual tool, clients "get it."
I'm able to talk about historical downside scenarios, recovery times, returns, allocations, expense ratios, and they just GET it. I get so much positive feedback at the end of my meetings where I have used Kwanti in front of the client. A common remark is that "I don't feel like I've really ever understood this stuff before" or "I feel like I learned more about investing in the last hour than in the last 5 years".
