Agilis Investment ManagementAgile Financial Technologies
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Portfolio LabKwanti
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Related Products
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About
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models.
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About
Every professional knows that performance gains are made with small decisions over the long term. Kwanti lets you see all the risk factors, holdings that contribute to success, and opportunities to reimagine a portfolio. Get the details right and the big picture falls into place. Risk comes in many different forms, and you can be prepared for them all. Stress test your portfolios and models with historical scenarios to help you make better decisions about how to balance a client’s wants against what they can’t stand to lose. Achieving client objectives requires that clients stay invested and stay on track with the right benchmarks. Simulate how different trading strategies could have impacted returns in the past so you can make informed decisions about how to manage portfolios into the future.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for an Investment Management platform
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Audience
Investment Management solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgile Financial Technologies
United Arab Emirates
www.agile-ft.com
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Company InformationKwanti
Founded: 2008
United States
www.kwanti.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Nitrogen
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