Kwanti, the portfolio analytics platform for financial advisors and investment managers, has once again been recognized as the industry leader in portfolio analytics, winning the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards. The win marks the second consecutive year the firm has captured the honor, thanks in large part to its new Risk Profiling Platform.

Dubbed “The Wealthies,” the WealthManagement.com Industry Awards are widely regarded as a benchmark for innovation in the financial advisory space. This year, the competition saw over 1,200 entries from 400 companies, with winners selected by an independent panel of judges. Kwanti accepted its award at a star-studded gala in New York City on September 4, attended by more than 600 executives from asset management firms, RIAs, broker-dealers, and technology providers.

Risk Profiling: The Innovation Driving Success

At the heart of Kwanti’s recognition is its Risk Profiling feature, designed to give advisors a deeper understanding of client risk and portfolio alignment. The platform introduces a dedicated Client hub, where advisors can manage questionnaires, portfolios, and client-specific data seamlessly.

The customizable Risk Questionnaire allows advisors to capture clients’ financial goals, risk tolerance, and investment horizon. Responses feed into a Risk Score, enabling side-by-side comparisons with current or proposed portfolios and highlighting any mismatches. Advisors can then generate an Investment Policy Statement (IPS) directly within Kwanti, providing clients with a clear, actionable roadmap for investment strategy.

“Winning back-to-back demonstrates our commitment to empowering advisors with intuitive, powerful analytics,” said Patric Glassell, Kwanti’s Chief Growth Officer. “Risk Profiling is just one way we’re helping advisors navigate complexity and serve clients with confidence.”

Expanded Features and Platform Enhancements

Beyond Risk Profiling, Kwanti has introduced several enhancements over the past 18 months, including:

• Enhanced PDF Report Cover Customization: Advisors can now fully control branding, layout, colors, and backgrounds for client reports.
• Household Summary Pages: Consolidates portfolios for a comprehensive client view, streamlining reporting.
• Fundamental and Valuation Analysis: Stock, ETF, and mutual fund metrics available directly within Kwanti, reducing reliance on third-party tools.
• Expanded Model Marketplace: Added 11 BlackRock Allocation Tax-Aware ETF models, now totaling over 100 models from leading providers like Fidelity, State Street, and Wilshire.
• xPDF Statement Extraction: Automates PDF uploads, extracting portfolio positions to save advisors time.

These innovations contributed to Kwanti earning top marks in the Kitces Report on Financial Advisor Technology, including the highest satisfaction and value ratings in Investment Research & Analytics and Portfolio Stress Testing categories.

Industry Recognition Continues

Kwanti’s momentum doesn’t stop with The Wealthies. The platform is also a finalist in the 2025 ThinkAdvisor Luminaries Awards in the Product / Service Innovation category for Investment Management, marking its third consecutive year as a finalist. The awards ceremony will take place in New York City on December 4, with winners chosen by a distinguished panel of industry professionals.

“From Risk Profiling to a more robust model marketplace, our enhancements are designed to help advisors work smarter, not harder,” Glassell noted. “These recognitions reinforce our mission to drive innovation and deliver tangible value to the wealth management community.”