Portfolio LabKwanti
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Related Products
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About
We help agencies and professionals scale, automate and retain clients longer. Leverage forms to automate incoming VIPs and begin collecting useful data on your leads and prospects. Enjoy refining an engaging customer journey even after the funnel. When you can provide individualized services while scaling, it’s easy to track more interested referral partners. No need to use extra tools, get customized payment pages automatically sent to clients directly within Ninjodo. Organizing payment has never been easier. Keep your headspace clear. With easy, intuitive client onboarding and project managing, you can track progress on all your active clients. Create that wow factor and get recognised for your work. You will learn how to be less anxious about finding new clients, become less stressed about cash fl ow, and learn how to prevent 100-hour weeks that seem to get you nowhere.
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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 searching for a solution to capture quality leads and onboard clients
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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
$9 per month
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 InformationNinjodo
Australia
ninjodo.com
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Company InformationKwanti
Founded: 2008
United States
www.kwanti.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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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