Kwanti Analytics

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

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.