Kwanti Analytics Reviews 2025: Details, Pricing, & Features

Justin C.

Owner

Small-Business(50 or fewer emp.)

Validated Reviewer

Verified Current User

Review source: G2 invite

Incentivized Review

Jul 01, 2021

"Great educational tool for clients"

What do you like best about Kwanti Analytics?

Investment concepts are difficult for clients and consumers to understand. As a financial planner, a professional software needs to hold its weight in analytical functions. But when the illustrative design allows it to become a great client-facing tool for teaching, its value goes way, way up. I face very little pushback or challenges from clients when giving investment advice and recommendations, and I think a lot of that has to do with the way Kwanti helps clients "see" where our advice is coming from. It translates financial and numerical concepts into easy-to-digest visuals that make things "click".

One of my favorite functions is the ability to convert models from % to share or dollar-based amounts. We often use it to generate rebalancing instructions for clients. Review collected by and hosted on G2.com.

What do you dislike about Kwanti Analytics?

I really wish there was the ability to compare more than two portfolios in depth at once. Some of the functions in the bottom pane on the main analytics screen can only look at two portfolios at the same time.

One missing feature compared to many other analytics softwares is the ability to customize the branding and color scheme to fit my firm. Or at least, an alternative color scheme to the heavily black/dark design. Review collected by and hosted on G2.com.

What problems is Kwanti Analytics solving and how is that benefiting you?

Most portfolio analytics software options are only affordable or a good fit for those who have a heavy asset management focus. Since I serve younger clients who often don't have large need for investment management services, Kwanti is a perfect standalone option for analyzing 401(k)'s or other accounts without needing to have the accounts directly managed in the same portal. The integration features with common custodians also can save a lot of time for data re-entry. Review collected by and hosted on G2.com.

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Recent Kwanti Analytics Reviews

4/12/2022

Andrew G.Small-Business (50 or fewer emp.)

5.0 out of 5

"Amazing financial advisor software"

I love the ability to compare different portfolios and use this software in sales settings.

7/1/2021

Justin C.Small-Business (50 or fewer emp.)

4.5 out of 5

Investment concepts are difficult for clients and consumers to understand. As a financial planner, a professional software needs to hold its weight...

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