Kwanti Celebrates Recognition for Innovation in Portfolio Analytics
Kwanti Shines Bright at Industry Awards for Innovative Solutions
Kwanti, a leading name in portfolio analytics, has recently received high accolades, winning the coveted ‘Portfolio Analytics’ award in the Technology Providers category at the 2024 WealthManagement.com Industry Awards, often referred to as ‘The Wealthies.’ This recognition underscores Kwanti's dedication to helping financial advisors and investment managers transform their practices through enhanced tools for prospect conversion, client retention, and model management.
The Journey to Recognition
Reflecting on Kwanti's journey, CEO Christophe Gauthron remarked, “From humble beginnings sixteen years ago to this prestigious award – credit goes to our terrific team at Kwanti that’s passionate for product excellence and customer success, and to our loyal users and partners that push us every day to do better.” This statement encapsulates the essence of Kwanti's ethos: a commitment to innovation and excellence.
Celebrating at the Gala
The announcement came during a grand event celebrating the tenth annual Industry Awards ceremony and gala. Gauthron had the honor of attending the event, where over 500 industry professionals gathered to recognize the outstanding successes in financial services. With a cocktail reception leading into a black-tie ceremony, the atmosphere buzzed with excitement and admiration for the achievements within the industry.
Kwanti’s Innovative Portfolio Analytics Solution
Kwanti stands out in its field by providing an intuitive, web-based interface that is designed for financial advisors. By offering a suite of powerful analytics including investment performance data, stress testing, and comprehensive proposals, it helps advisors manage their clients’ portfolios more effectively. The platform enables users to balance the demands of serving their clients while optimizing their time and resources.
Forward-Thinkers and New Features
In recent years, Kwanti has introduced groundbreaking features that further enhance the capabilities available to financial advisors. New upgrades include the Kwanti Screener, which allows professionals to identify top-performing assets more easily, streamlining the process of finding the right investment opportunities. Additionally, the Tax Drag Analysis feature provides invaluable insights into hidden expenses and tax implications that may affect portfolio performance.
A Commitment to Excellence
Kwanti’s dedication to excellence is not only reflected in industry wins but also in the constant expansion of their offerings. Recent introductions include advanced Model Portfolio Tracking capabilities, enabling advisors to keep a detailed history of a model portfolio's changes and performance. This level of detail allows for more accurate reporting and client communication.
Building a Robust Model Marketplace
Adding to its accolades, Kwanti has been recognized for its impressive Model Marketplace, featuring a robust selection of diverse models from top-tier providers such as BlackRock, State Street, and Fidelity. With 105 models available at no additional cost, advisors have unprecedented access to quality resources designed to serve their clients' needs effectively.
Looking Ahead: More Innovation on the Horizon
Kwanti's forward trajectory is marked by ambitious plans for ongoing innovation. Recently nominated as a finalist in the ThinkAdvisor 2024 Luminaries Awards, the firm aims to make a transformative impact in the investment management sector. These awards celebrate firms driving change, and Kwanti's recognition reflects its commitment to delivering top-notch services that empower financial advisors.
Head of Sales, Patric Glassell, expressed excitement about the firm’s achievements, stating, “This recognition underscores our team’s dedication and the ongoing enhancements we make to our platform to best support our advisors and their clients.” The anticipation surrounding Kwanti's future, with the promise of exciting developments, is palpable among its users and partners.
Frequently Asked Questions
What is Kwanti known for?
Kwanti is recognized for its innovative portfolio analytics solutions, which empower financial advisors with tools for managing investments and client relationships effectively.
What awards has Kwanti received recently?
Kwanti has recently won the ‘Portfolio Analytics’ award at the WealthManagement.com Industry Awards and was named a finalist in the ThinkAdvisor 2024 Luminaries Awards.
How does Kwanti support financial advisors?
Kwanti supports financial advisors by providing a web-based platform that offers analytics, investment performance data, and tools for client acquisition and retention.
What new features has Kwanti introduced?
Recent features include the Kwanti Screener for asset screening and Tax Drag Analysis to understand hidden portfolio expenses, along with enhanced Model Portfolio Tracking.
How can I learn more about Kwanti?
To learn more about Kwanti's offerings and innovations, interested parties can visit their official website to explore the services they provide.
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