SOURCE: Kwanti


November 15, 2012 09:00 ET

Kwanti Chooses Morningstar Fund and ETF Data for Portfolio Lab

MOUNTAIN VIEW, CA--(Marketwire - Nov 15, 2012) -  Kwanti, Inc. ("Kwanti"), a technology provider to financial advisors and institutions, today announced that it has entered an agreement with Morningstar, Inc. to license fund and ETF data for its Portfolio Lab platform.

Portfolio Lab is the internet-based product of Kwanti's ongoing commitment to provide financial advisors with best-in-class solutions for portfolio analytics, client acquisition and communication.

"We are fulfilling our technology roadmap by increasing the capacity of Portfolio Lab for financial advisors and their clients," said Christophe Gauthron, CEO of Kwanti. "By integrating Morningstar fund and ETF data into our platform, advisors can make consistent comparisons and informed asset allocation decisions across a vast choice of investment types."

Allan Harkness, president of Peak Brokerage Services, LLC, stated, "Kwanti's Portfolio Lab has been an invaluable tool for our firm for several years enabling our Reps to gather millions of dollars in new fee-based assets. With the addition of robust fund and ETF data in Portfolio Lab, we can make meaningful side-by-side portfolio comparisons to demonstrate the value of our firm's expertise and the performance of our Managed Portfolios."

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

"The beauty of Kwanti is the ease-of-use." Harkness continued, "With just a few key data points in Portfolio Lab our Reps are able to produce clear and customized reports for existing or prospective clients. I highly recommend Kwanti's Portfolio Lab as a tool for financial advisors."

For a demo and trial of Kwanti Portfolio Lab including asset allocation using Morningstar fund and ETF data, 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 Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $195 billion in assets under advisement and management as of Sept. 30, 2012. The company has operations in 27 countries.

Contact Information

  • Press contact

    Christophe Gauthron
    Mountain View, CA
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