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Kwanti
Investment Management
Luminaries 2025 Impact Statement
Kwanti is continuously innovating and striving to improve their highly-rated portfolio analytics platform, always implementing advisor feedback along the way. In the past 18 months, Kwanti has introduced Risk Profiling, a set of features designed to enhance the way advisors manage client risk, including a dedicated Client hub, a customizable Risk Questionnaire, Risk Profiling and Risk Scores, and generation of detailed Investment Policy Statements. It also announced the launch of groundbreaking enhancements to the customization of its PDF report cover page, providing advisors with unparalleled control over branding and presentation — fundamentally transforming how they deliver client reports and proposals.
