SOURCE: Kwanti


March 28, 2013 09:00 ET

Kwanti Announces Integration Partnership With TradePMR

SAN FRANCISCO, CA--(Marketwire - Mar 28, 2013) - Kwanti, Inc. ("Kwanti"), a technology provider to financial advisors and institutions, today announced that it has entered an agreement with TradePMR to provide advisors with account data integration into Kwanti's Portfolio Lab.

Portfolio Lab is the internet-based product of Kwanti's ongoing commitment to provide financial advisors with best-in-class solutions for portfolio analytics and client acquisition. The integration of Portfolio Lab with TradePMR enables advisors using TradePMR's brokerage and custody services to streamline account access to Portfolio Lab for detailed portfolio analytics and reports.

"We are proud to partner with TradePMR to better serve their advisor base," said Christophe Gauthron, CEO of Kwanti. "TradePMR has a rich tradition of providing advisors access to state-of-the-art tools with comprehensive support."

Portfolio Lab is a subscription-based service. No software installation is required and advisors can securely access their portfolios from any Mac or PC.

"Our partnership with Kwanti reflects our ongoing commitment to making great technologies available to Advisors," stated Frederick Van Den Abbeel, Executive VP of RIA Services at TradePMR. "The power of Kwanti is the ease of use of institutional-grade analytics and reports. With a few key data points in Portfolio Lab advisors can gain immediate insights thus focusing more attention on their own clients."

For a demo and trial of Kwanti Portfolio Lab including TradePMR account data integration, please visit

About Kwanti

Founded in 2008, Kwanti is a technology 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.

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Founded in 1999, the company provides Brokerage and Custody services to Registered Investment Advisors (RIAs) and their clients through an integrated web-based workstation and a premium support model designed to help RIAs run their practices more efficiently.

Contact Information

  • Press contact

    Christophe Gauthron
    San Francisco, CA
    Email Contact