Audience
Investment Management solution
About Portfolio Lab
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.
Other Popular Alternatives & Related Software
DPC Monitor
Get an immediate overview of the portfolio, values, trends and any limit values and warnings. Follow deviations downwards in the portfolio and look for causes. Drill-down from the top down to individual holdings. Visual and interactive analysis of the portfolio in detail, now and historically. Examine allocation and exposure, risk, attribution, etc. Collect and follow information about all assets (and liabilities) regardless of type: Funds, Equities, Bonds, ETFs, PE, loans, real estate, forest, precious metals, art, derivatives, etc. Define one or more portfolios, with desired structures (aggregates). Consolidate and aggregate assets (and liabilities) from all different sources, depots, trustees. Build investment policy and rules into the tool. Define allocation and exposure limit values. Define which benchmarks and goals are to apply at different levels in the portfolio.
Learn more
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors.
With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions.
* Get started quickly by importing your accounts directly from brokerages.
* View prices, performance, allocations and much more.
* Chart the value of your investment portfolios over time.
* Keep watchlists of securities that are on your purchase list.
* Analyze historical price charts.
* Companion apps for iOS and Android.
* And much more...
Learn more
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation.
Learn more
Risk Shell
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are:
• Quantitative and qualitative asset screening and manager selection
• Risk analytics delivering hundreds of statistics
• Macroeconomic Scenario Screening™
• Multi-statistic and traditional Peer Group Analysis
• Returns-Based Analysis and Holdings-Based Analysis
• Portfolio optimization incl. market-neutral portfolio builder
• Portfolio What-if analysis
• Portfolio marginal risk contribution
• Stochastic simulation and stress testing
• Risk budgeting
• Performance attribution analysis, style analysis and factor analysis
• 50+ interactive charts
• Shadow accounting for hedge Fund of Funds
• CRM & Document management
• Due Diligence tools designed for hedge funds
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Kwanti
Founded: 2008
United States
www.kwanti.com
Videos and Screen Captures
Other Useful Business Software
Gemini 3 and 200+ AI Models on One Platform
Build, govern, and optimize agents and models with Gemini Enterprise Agent Platform.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
Portfolio Lab Frequently Asked Questions
Portfolio Lab Product Features
Investment Management
Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Risk Management
Accounting Management
Client Management
Commodities
Fund Management
Payroll & Commissions
Portfolio Management
