Kwanti

On the heels of our recent partnership announcement with Betterment for Advisors, we're excited to deliver a joint webinar on Tuesday, July 16th at 1pm ET - titled 'Converting more prospects into clients with Betterment for Advisors + Kwanti'.

We'll share how advisors can implement value-add client proposals in prospecting strategies using Kwanti’s advanced benchmarking tools and Betterment’s model-based approach.

Learn more and register here: https://www.betterment.com/advisors/optimizing-your-tech-stack-webinar?utm_source=Kwanti&utm_medium=email&utm_campaign=2024IntegrationsWebinarSeries

In the latest 'What's In My Wealthstack' piece from WealthManagement.com, Dave Tepp of Tepp Wealth Management shares why Kwanti is his firm's Portfolio Analytics solution:

"Kwanti is efficient and good for productivity. It’s easy to use and understand. You can create reports for clients in a relatively simple manner."

Read more here:

Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

Learn more about our partnership with Betterment for Advisors in our latest blog post! This new integration offers a frictionless experience to RIAs that want to pair Betterment’s automated, tax-efficient portfolio management, paperless back office, and an intuitive user experience with Kwanti’s powerful suite of portfolio analytics. Advisors now have at their fingertips an end-to-end system that will better showcase their value propositions, while driving workflow efficiencies and increasing capacity, scale, and productivity.

Read more:

Kwanti Introduces New Integration with Betterment - Kwanti - kwanti.com This new integration offers a frictionless experience to RIAs that want to pair Betterment's automated, tax-efficient portfolio management, paperless back office, and an intuitive user experience with Kwanti’s powerful suite of portfolio analytics.

We're excited to share that Betterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody division, has added a new integration with Kwanti - available immediately to all advisors on the platform. Advisors now have access to our client proposal tool and ongoing to optimize their portfolio strategies.

Read more about the partnership here:

Betterment for Advisors Bolsters Platform with Three New Integration Partners Betterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody division, has added new integrations with eMoney Advisor, Kwanti and Panoramix, which are available immediately to all advisors on the platform.

We're very excited to share that we were named a finalist in multiple categories in the 2024 WealthManagement.com Industry Awards! The honored us by including Kwanti in the final cut of the 'Portfolio Analytics' and 'Model Marketplaces' categories. Thanks to the judges and congrats to all the other finalists!

Read more and see the full list of finalists here:

2024 Finalists of the Wealth Management Industry Awards 2024 Finalists of the Wealth Management Industry Awards

Kwanti's Patric Glassell participated in this Fintech Interview Series with TechFinitive, sharing what traditional finance and banking companies can learn from disruptors in the space, how is impacting the fintech sector, predictions for the industry, advice for aspiring professionals, and more. Read the full Q&A here:

Interview with Patric Glassell, Head of Sales at Kwanti | TechFinitive We talk to Patric Glassell, Head of Sales at Kwanti, a fintech and portfolio analytics solution helping advisors and investment managers

Learn about all the latest updates at Kwanti - including new features and enhancements to our platform, integrations and partnerships, and more - on the Kwanti Blog! Discover 'What's New' here:

Blog - Kwanti - kwanti.com What’s New Enhanced Integration with Advyzon Mar 18, 2024We're excited to unveil an enhancement to our existing integration with Advyzon that will streamline your workflow and elevate your analytical capabilities. Building upon our existing integration, we are delighted to introduce the ability to...

Looking forward to our joint webinar with WisdomTree Investments on Monday! Kwanti’s Josh Schwaber and Patric Glassell will join WisdomTree’s Ryan Krystopowicz for a special edition of ‘Portfolio Perspectives’ to discuss how advisors are utilizing Kwanti's platform to simplify the complexity of portfolio analysis and WisdomTree's Portfolio Solutions in order to convert prospects to clients and scale their practice.

This webinar is for financial professionals only - not for the retail public - and is approved for 1hr of CE Credit. Register here: https://us02web.zoom.us/webinar/register/WN__vx4Bug6S16k0Vzp8TXZWQ #/registration

In this Financial Planning article on the the perils and potential of AI in the wealth management space, Josh Schwaber highlights Kwanti's trust barriers: "It's something that we're definitely looking into and exploring. But we want to make sure that anyone using our tool feels fully comfortable with the data security of anything they're putting into the system." Read the full article here:

In AI we trust? The peril and potential of embracing AI in wealth Advisors are faced with cutting-edge tech that will reshape the industry, as well as questions about its reliability.

Kwanti's Josh Schwaber penned this article for VettaFi's Advisor Perspectives, discussing the importance of customizing model portfolios in order to address each client's unique needs - and how advisors can use tech to efficiently do so. Read more:

Leveraging Tech to Customize Model Portfolios With the right tech in place, advisors can access reliable, high-quality models that can be used repeatedly across their book of business.

How does Kwanti simplify portfolio analytics? Find out in this interview that CEO Christophe Gauthron did with WealthManagement.com at the 2024 T3 - Technology Tools for Today conference earlier this year. Christophe highlights enhancements we've made in the past year and hints at upcoming features aimed at enhancing client acquisition. Watch here:

How Kwanti is Simplifying Portfolio Analytics Christophe Gauthron, CEO of Kwanti, explains how the T3/Inside Information Survey reaffirms their commitment to user satisfaction, driving their development ...

We're excited to share that we're bringing back KwanTIPS, highlighting various features of the platform to help advisors use Kwanti to the fullest.

This week's covers creating your own Stress Test scenario. Stress Testing estimates the portfolio return under adverse scenarios, and this quick tutorial shows how you can easily and quickly create custom scenarios within Kwanti. Watch now:

KwanTIP - Create your own Stress Test scenario A stress test estimates the portfolio return under adverse scenarios. Read more about Stress Testing in Kwanti here: https://support.kwanti.com/hc/en-us/articles/115000684988-Stress-test

In the latest episode of the XYPN Radio podcast, 25-year practitioner Cathy Curtis, CFP® shares lessons learned from running her financial planning firm, including technology solutions that have been crucial for her practice like Kwanti:

"I love Kwanti and they get better and better. They keep adding features. The reports are super simple for the client. When I just want to show somebody, this is what your portfolio looks like - like a prospect or just a quick review of investments in a client meeting - Kwanti is the absolute best."

Watch the full episode here or listen wherever you get your podcasts:

How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years Learn valuable lessons from Cathy Curtis on running a successful solo practice for 25 years, focusing on client relationships, fee structures, and the importance of setting boundaries.

Jose Silva, MBA, AAMS® of Silva Fiduciary Advisors shares how he uses Kwanti's portfolio analytics solution to convert prospects and close business. In this testimonial video, he explains how Kwanti helps him to get advanced metrics, compare portfolios, and generate proposals in an intuitive and visual way.

“I wish I had been using Kwanti, quite honestly, from the beginning. For 3 or 4 years I was looking for something like Kwanti - an application where I’d be able to compare portfolios, be able to get the metrics, and do it in a way that was very visual, almost Apple-like in it’s intuitiveness.”

Watch now:

How Financial Advisor Jose Silva Uses Kwanti's Portfolio Analytics Solution to Convert Prospects Jose Silva, MBA, AAMS® of Silva Fiduciary Advisors shares how he uses Kwanti's portfolio analytics solution to convert prospects and close business. In…

Kwanti founder Christophe Gauthron was recently profiled in ValiantCEO Magazine, sharing how he built a leading portfolio analytics solution, some of the firm's latest and greatest achievements, advice for other business owners, and upcoming developments for Kwanti. Read more:

Behind Kwanti: Christophe Gauthron on Building a Leading Portfolio Analytics Solution - ValiantCEO Christophe Gauthron, CFA is the founder & CEO of Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more by delivering portfolio analytics, investment performance data, stress testing, and proposa...

Proud to announce that Kwanti CEO Christophe Gauthron has been named Wealth Solutions Report's Wealthtech Leader of the Month! Check out his Q&A in this month's Wealthtech Roundup, where he discusses how portfolio analytics tools can help advisors win over clients and details some new features and enhancements coming to the Kwanti platform later this year. Read more:

Wealthtech Roundup: Kwanti, F2, Vestmark, PreciseFP, AdvicePay And More Christophe Gauthron Of Kwanti Is Our Newest Wealthtech Leader Of The Month. F2 Strategy Acquires SKY Marketing Consultants. Vestmark Partners With Invesco To Reach More RIAs. PreciseFP Integrates With Income Lab On Retirement Plan Creation. AdvicePay Integrates With eMoney Advisor. And Much More!