Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets
SAN FRANCISCO, Jan. 25, 2023 /PRNewswire/ -- Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and much more, recently announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for clients, saving them time in the process.
- "Screener reveals best performing assets in seconds, sifting through millions of risk, performance, and allocation data points," said Christophe Gauthron, CFA®, Founder and CEO of Kwanti.
- With just a few clicks, advisors can view a filtered down list of the best performing assets via Kwanti's intuitive, user-friendly interface, which includes hundreds of thousands of securities and their data points.
- Kwanti delivers portfolio analytics, stress testing, and proposals for advisors and investment professionals, assisting with prospect conversion, client acquisition and retention, and model management.
- In addition to filtering and screening for best performing assets based on criteria of their choosing, Kwanti users can use Screener to search for similar assets.