SS&C Advent’s Black Diamond wealth platform is now integrated with Portfolio Lab by Kwanti, one of the advisory industry’s leading portfolio analysis solutions. With the new integration, client position data can be imported and updated automatically into Kwanti analytics.
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, or generate proposals for prospects.
This integration enables advisors to:
- Build portfolios faster with immediate answers to risk, asset allocation, and optimization
- Conduct robust research and generation of models and scenarios
- Use state-of-the-art technology to communicate with prospects and clients
“As technology continually advances, we are committed to providing our shared clients with higher level of integration between the Black Diamond wealth platform and Kwanti Analytics,” commented Christophe Gauthron, Founder & CEO, Kwanti, Inc.
We have collaborated with the Kwanti team to build this integration based on popular demand from our clients. This integration gives advisors the ability to choose the integrations that work best for them when they choose to work with us.
Anne Acosta is Senior Manager of Solutions Marketing and leads Advent’s marketing efforts in the advisory space. Joining Advent in 2004, Anne’s financial technology experience spans product marketing, competitive intelligence, product management, and consulting in wealth management and capital markets segments.