Our Partner – Kwanti

Kwanti

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

BlueLeaf user discount: Please use referral code BL3801.

Try it Free

Less than 5 Minutes to set-up Blueleaf Advisor