Portfolio Lab

Product Type:

Portfolio Management | Investment Analytics | Risk Tolerance Assessment

With Portfolio Lab, advisors can compose, test and show portfolios in seconds to their clients. The product’s interactive ‘what-if’ analytics combined with rich data visualization significantly improves the advisor tool experience and makes Portfolio Lab a valuable complement to standard platforms.

INTEGRATION:

Advyzon, Black Diamond, Blueleaf, Orion, Redtail, Schwab OpenView, Veo TD Ameritrade, TradePMR.

PRICING:

Single User License – $80/month

Firm – Request a quote

Free trial available?

Yes.

CREATED BY:

Kwanti

COMPANY ABOUT US:

Founded in 2008, Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.

CONTACT:

Phone: 415-354-9703

E-mail: [email protected]