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Kwanti Announces New Integration with Altruist
/PRNewswire/ Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model.
United states
San francisco
Prnewswire kwanti
Jason wenk
Christophe gauthron
Impact communications inc
Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking
/PRNewswire/ Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model.
New york
United states
San francisco
Prnewswire kwanti
Christophe gauthron
Fund expense
Impact communications inc
Thinkadvisor luminaries
Wealth management industry
Tax drag analysis
Tax drag
Model portfolio
Model tracking
Industry awards
Advisor luminaries
Model marketplace
Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets
/PRNewswire/ Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model.
United states
San francisco
Prnewswire kwanti
Matt smith
Christophe gauthron
Impact communications inc
Kwanti screener
Black diamond
State street
Folio institutional
Concert financial
Banking amp financial services
Financial technology
Data analytics
Computer amp electronics
New products amp services
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