Portfolio Analytics with Automated Data Feeds Powered by Blueleaf
Kwanti
Kwanti’s Portfolio Lab is a cloud-computing based portfolio analytics and client acquisition solution. Together with BlueLeaf capabilities, advisors now have an integration in one interface which streamlines their BlueLeaf account data into Portfolio Lab for detailed analytics and customized client reports.
Portfolio Analytics
– Analyze asset allocation using Morningstar data
– Backtest your models, build custom benchmarks
– Enhance risk/return with portfolio optimization
Portfolio Reports
– Present and compare allocation models
– Diagnose a prospect’s portfolio in seconds
– Create attractive custom reports and proposals
To learn more about the Kwanti / BlueLeaf Integration, please visit
www.kwanti.com/blueleaf