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Kwanti Analytics

Kwanti offers portfolio modeling, analysis and proposal generation for financial advisors and investment managers.

Last updated: 06-21-2022

Synchronize data

  • Seamlessly connect data between Kwanti Analytics and Addepar to enable optimal investment choices.

Model portfolios

  • Once the portfolios are synchronized, leverage Kwanti for additional portfolio models that will reflect your Addepar data.

Generate proposals

  • Take that data to propose new investment ideas to clients and foster further growth.