Financial advisors increasingly have to demonstrate to prospects what sets them apart from their peers as well as the commoditized advice offered by robo-advisors, Wealth Management writes.
Getting Into the Details
Christophe Gauthron, CEO of portfolio analytics and presentation platform Kwanti, says the company’s offering can do exactly that, according to the publication. Kwanti allows advisors to get into the specifics of various portfolios, including investment picks, risk and performance, Wealth Management writes. The platform can pull in several model portfolios already, and Kwanti is adding more in the near future, or advisors can export the model portfolio from Excel or put it in manually, according to the publication. Advisors can also use the platform either at their office or in video conferencing, Wealth Management writes.
The ability to show what they offer, and what they would change, is particularly important for advisors courting higher net worth investors, particularly those with over $1 million in liquid assets, Gauthron tells Wealth Management.
Kwanti has recently integrated with Fidelity, Orion Advisor Services, Riskalyze and Schwab, according to the publication. It now has around 600 users, most of whom are independent registered investment advisors, Wealth Management writes.
