Industry Sponsors
Kwanti
Profile
Founded after the 2008 financial crisis to give advisors better tools for measuring risk and performance, Kwanti now delivers institutional-caliber portfolio analytics: allocation analysis, risk metrics, stress testing, and proposal generation — trusted daily by thousands of advisory firms. Repeat Winners of the Wealthies Portfolio Analytics award, Kwanti remains WealthTech's best kept secret among independent advisors, RIAs, and enterprise broker-dealers.
