SOURCE: Kwanti


November 03, 2011 16:00 ET

Financial Advisors Get a Fresh Look at Portfolio Risk With Kwanti

MOUNTAIN VIEW, CA--(Marketwire - Nov 3, 2011) - Kwanti, Inc. ("Kwanti"), a software provider to financial advisors and institutions, is meeting the challenge of increased market uncertainty by providing an efficient and elegant platform for portfolio risk and diversification analysis.

Portfolio Lab is the internet-based product of Kwanti's ongoing commitment to provide financial advisors with best-in-class solutions for portfolio construction, client acquisition and communication. Portfolio Lab brings the same risk management tools used by bigger institutions to the broader advisor base.

The latest version of Portfolio Lab offers a breadth and depth of features, including:

  • Position analysis to attribute performance within a risk/return framework
  • Volatility charts to account for market fluctuations
  • Correlation and diversification metrics for risk allocation
  • Portfolio optimization for efficient portfolio construction
  • Customized PDF for clear and concise client reports

"In designing Portfolio Lab we have eliminated barriers of entry that have prevented financial advisors from using portfolio risk analytics. We use the best technologies to make the power of institutional-grade analysis understandable and intuitive. Portfolio Lab sets new standards of technology, elegance of user interface, and affordability," said Christophe Gauthron, CEO of Kwanti.

Portfolio Lab is a subscription-based service. No software installation is required and advisors can securely access their portfolios from any Mac or PC. Hundreds of financial advisors and wealth managers are using the service daily.

"Faced with market volatility and increased correlations, advisors tell us they want highly efficient tools to construct diversified portfolios and demonstrate solutions to clients," Gauthron continued. "This is why Portfolio Lab is being used more and more with no learning curve to complement the established platforms."

For a free trial of Kwanti Portfolio Lab, please visit

About Kwanti

Founded in 2008, Kwanti is a software provider serving financial advisors and asset management companies. Kwanti's flagship product Portfolio Lab is an efficient and elegant platform for portfolio risk and diversification analysis. Portfolio Lab is used online by hundreds of advisors and wealth managers. For more information, please visit

Contact Information

  • Press contact

    Christophe Gauthron
    Mountain View, CA
    (415) 354-9703