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Kwanti Secures Back-to-Back Award for Top Portfolio Analytics Solution

By Kendrick Davis

Kwanti’s recognition as the top Portfolio Analytics solution for the second consecutive year underscores its growing influence in the financial advisory space, particularly with its innovative Risk Profiling Platform. This achievement not only validates Kwanti’s commitment to enhancing client outcomes but also sets a new benchmark for technology providers in the industry.

SAN FRANCISCO–(BUSINESS WIRE)– #Kitces–For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards thanks to their new Risk Profiling Platform – achieving back-to-back wins in this annual competition and industry-leading awards progr

Source: Original Press Release

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