Sunday, September 27

Kwanti – New Member Benefit

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The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Kwanti for its powerful, innovative and easy-to-use portfolio analysis and communication platform designed specifically for consultants. Members will receive a benefit offering of 10% discount off regular pricing.

Founded by Silicon Valley software developer veteran, Christophe Gauthron, CFA, Kwanti’s rich data visualization significantly improves the consultant-client experience. Kwanti is widely known for making it easy for consultants to leverage powerful data integrations with leading custodians and portfolio management platforms to streamline the investment process for building portfolios and models. It elegantly showcases portfolio recommendations to centrally position the consultant in their client relationships and close business with their prospects.

According to the latest product specs, Kwanti includes the following advantages:

  • Advantage for Consultants: Ease of portfolio and model creation; Displays hypotheticals, benchmarks and model comparisons; Analyzes for allocation, risk, performance, concentration and stress tests; Enjoys high quality data from leading providers.
  • Smart Insightful Data: Easy navigation with just a few clicks in seconds; Rich visuals and drill down on hundreds of charts and tables for compelling presentations; Mobile ready on all devices.
  • Institution-Caliber Analytics: Details asset class, sector and region exposure; Backtests models, including consultant fees; Builds blended benchmarks, evaluates multiple rebalancing strategies; Analyzes portfolio yields; Locates and decomposes sources of risks; Imports accounts from leading custodians and software platforms.
  • Designed for Client Acquisition: Diagnoses prospect portfolios; Models consultant recommendations; Creates beautiful and elegant proposals to close business.


Developing Strategic Alliances is a dynamic benefit game plan that we are energetically addressing in 2020,” advises Randy Kriner, IARFC Strategic Alliance Committee Team Member. “We welcome Kwanti with  full confidence that members will appreciate the program benefits and take advantage of the discount offered to those associated with the IARFC.”

To have access to this new benefit and all the others the Association offers, go to www.iarfc.org for more information on the qualifications for membership. Those consultants who already belong to the IARFC can login into their account for a complete description.

About Kwanti
Kwanti is an industry leading portfolio analysis and communication platform used by hundreds of consultants in all aspects of investment management. Kwanti provides comprehensive, institutional caliber portfolio analytics in an intuitive, fully integrated, easy to use system to build model portfolios, analyze existing portfolios and generate highly visual and compelling proposals. To learn more about Kwanti, please log onto https://www.Kwanti.com.

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