Patric Glassell, Chief Growth Officer for Kwanti, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Kwanti seeks to make an advisor’s job easier by providing analytics to serve clients and convert prospects.
Kwanti was born out of the 2008 global financial crisis when investors lost money because they didn’t know where their money was. Today, Kwanti shows advisors across 800 firms where they can add value while generating proposals for prospects. Kwanti integrates with custodians and platforms such as Advyzon to allow advisors to analyze client portfolios. Kwanti also offers screening, research, risk management, and model management.
Glassell states that the job of a financial advisor is to take care of numbers and relationships. Kwanti can take care of the numbers so that advisors can focus on relationships. WealthTech is a saturated market with many tools available. Advisors should purchase only the tools that will help run their business more efficiently, acquire and convert prospects, and serve their clients better.
Although Kwanti is a 17-year-old employee-owned firm, the platform continues to innovate with monthly updates, often suggested by clients. Updates being released soon include a modern redesign and enhanced customization of client reports.
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