Kwanti

10/01/2025

The accolades continue to roll in for Kwanti! In our latest news release, learn more about why we won the WealthManagement.com Industry Award for for the second year in a row, our stellar performance in the recent Kitces.com Report, and why we were named a finalist in the Think Advisor Awards in the category for the third consecutive year - plus all of the latest updates and enhancements to our platform that led to this recognition.

Read more via Yahoo Finance: https://finance.yahoo.com/news/kwanti-wins-wealthmanagement-com-industry-110300686.html

SAN FRANCISCO, October 01, 2025--For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technolog...

09/05/2025

Back-to-back wins! We’re thrilled to announce that Kwanti has won the WealthManagement.com Industry Award for - for the second year in a row! Our very own Patric Glassell proudly accepted the prestigious award last night at the ceremony in New York City. Congratulations to all the 2025 winners - we are honored to be recognized among so many forward-thinking leaders in the industry.

A huge thank you to our amazing clients, partners, and team for continuing to push innovation forward. Your trust and feedback help us build a smarter, more intuitive analytics platform for everywhere.

Learn more and check out the full list of honorees here: https://informaconnect.com/wealth-management-industry-awards/winners/

07/22/2025

Learn more about the groundbreaking enhancements we recently introduced to our PDF Report Cover Page Customization in our news release published in Yahoo Finance today! This industry-first functionality provides with unparalleled control over branding and presentation, fundamentally transforming how they deliver client reports and proposals.

These advanced enhancements build significantly on Kwanti's existing capabilities, offering a level of design flexibility and brand integration previously unavailable in the market. The update directly addresses the critical need for advisors, particularly within large enterprises, to maintain stringent brand consistency and compliance across all client-facing deliverables.

Read more: https://finance.yahoo.com/news/kwanti-unveils-unrivaled-cover-page-110300976.html

SAN FRANCISCO, July 22, 2025--Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, recently announced the launch of groundbreaking enhancements to its PDF report c...

03/18/2025

Chris Bettencourt, CFP® of Bethesda Financial Advisors shares why he loves Kwanti's leading portfolio analytics platform in this testimonial video filmed at the . Chris discusses the ease of use and intuitive nature of Kwanti, as well as how he uses Kwanti for comprehensive model management.

Watch a demo and sign up for a free trial here: https://app.kwanti.com/trial

03/10/2025

The Kwanti team had an awesome time at this year's T3 - Technology Tools for Today Conference! From multiple interviews and media appearances, to connecting with clients, prospects, friends, and colleagues, we had so many great conversations at .

The conference was underscored by the annual Advisor Software Survey produced by T3's Joel Bruckenstein and Bob Veres' Inside Information, where Kwanti yet again received very high client satisfaction ratings in the Investment Data/Analytics Tools (8.66) and Economic Analysis & Stress-Testing Tools (8.55) categories, also increasing market share in both categories. The report noted, "Kwanti has made a tradition of living in the rarified 8.00 user ratings club".

Access the full survey and report here: https://lnkd.in/gw8Kb_bC

02/25/2025

The Kwanti team is pumped for the annual T3 - Technology Tools for Today Conference next week in Dallas! We'll once again be sponsoring and exhibiting, and hoping to again receive stellar results in the annual Advisor Software Survey produced by Bob Veres and Joel Bruckenstein.

If you'll be in attendance at , stop by our booth to chat with Christophe Gauthron, Patric Glassell, and Matt Wisz and hear about the latest features and enhancements made to our award-winning platform.

looking to register last minute - use code T32025Kwanti for $150 off the cost of registration! Learn more and register here: https://t3conferences.com/

02/18/2025

Kwanti's Patric Glassell is excited to join John O'Connell of The Oasis Group for this insightful webinar this week on 'How Financial Advisors Can Combat Concentration Risk in the Markets'!

Taking place this Thursday at 12pm ET, can tune in to learn how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, how to proactively have conversations with clients about market uncertainty, and more. The two experts will also share how advisors can sift through the myriad of advisor software to select solutions that can best assist them in their analysis and portfolio construction or rebalancing.

Learn more and register here: https://register.gotowebinar.com/register/3689910890329450848

02/14/2025

The Kwanti team (plus mascot Benedict) had an outstanding time at the in Tampa this week! Great content and great connections. Thanks to all of our clients, colleagues, and partners that stopped by our booth to hear about our latest updates and developments.

Patric Glassell also had the pleasure of participating in a video interview with RIA Channel, and our new team member Matthew Wisz II attended his first industry conference!

02/04/2025

We're looking forward to the second annual next week in Tampa! The inaugural conference last year was a top notch event, and we're excited to be back as a sponsor and exhibitor. If you'll be in attendance, stop by our booth to learn about the recent enhancements to our industry leading platform!

We're also a proud integration partner of Advyzon - we actually introduced an enhanced integration with their comprehensive platform last year. Learn more here: https://kwanti.com/enhanced-integration-with-advyzon/

Learn more about the Advyzon Conference here: https://cjn.swoogo.com/advyzonconference2025/5676235

The Advyzon Conference 2025

01/31/2025

In this week's , learn how to create Investment Policy Statements in Kwanti, which are customized documents that outline the client’s risk preferences, recommended portfolio adjustments, and long-term investment strategy. Watch the video below to see how!

If you'd like to learn more about IPS in Kwanti, click here: https://kwanti.com/new-feature-risk-profiling/

01/17/2025

Patric Glassell shares his outlook for the 2025 Landscape in this article he wrote for Advisor Perspectives by VettaFi:

"For advisors, 2025 offers an opportunity to reassess their technology choices. Rather than accumulating more tools, the focus should shift to selecting solutions that truly enhance their practice, simplify operations, and strengthen client relationships.

For wealthtech providers, the challenge is clear: Meet rising advisor expectations or risk being left behind. Advisors are no longer willing to tolerate cumbersome or ineffective technology. They deserve – and now demand – tools that deliver real, measurable value."

Read the full article here: https://www.advisorperspectives.com/articles/2025/01/15/clarity-consolidation-advisors-2025-wealthtech-landscape

Advisors who refine their tech stacks and focus on actionable solutions will thrive. Likewise, wealthtech companies that prioritize delivering meaningful outcomes will rise to meet the industry’s new standards.

01/15/2025

In a recent newsletter from Conneqtor.org, Joe Moss builds his ultimate stack, highlighting Kwanti in the Investment Data / Analytics and Proposal Generation categories: "Kwanti does what it does very well. I like it for risk scoring portfolios, doing investment research, charting, model comparisons, IPS creation, proposal creation. They recently added a risk tolerance feature that’s fully customizable and will do very well for many firms."

Read more here: https://conneqtor.beehiiv.com/p/the-ultimate-advisortech-stack-ii

the sequel, I'm doing lots of these - these days