Leading portfolio analytics platform introduces game-changing new features and shares 2026 roadmap
Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to how advisors model cash flow and monitor portfolios.
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“Cash Flow Scenarios gives advisors the ability to have more evidence-based conversations grounded in real market history. Watchlist enables advisors to monitor securities, track opportunities, and act quickly without breaking their workflow.”
KWANTI LAUNCHES NEW CASH FLOW SCENARIOS FEATURE
Kwanti’s new Cash Flow Scenarios feature enables advisors to run historical simulations showing how a portfolio would have responded to systematic cash flows over time. Instead of relying on projected returns, advisors can show clients exactly how different withdrawal and contribution strategies would have played out using actual market data, making for more confident conversations around retirement income, dollar cost averaging, and portfolio sustainability.
“Advisors have always needed a better way to show clients how different strategies would actually perform in the real world,” said Christophe Gauthron, CFA®, Founder and CEO of Kwanti. “With Cash Flow Scenarios, we’re giving advisors the ability to have more evidence-based conversations grounded in real market history.”
Four distinct scenario types can be tested: Dividend Withdrawal, Fixed Dollar Withdrawal, Percentage-Based Withdrawal, and Fixed Dollar Contribution.
Cash Flow Scenarios is now available to all Kwanti users. To learn more, please click here.
KWANTI INTRODUCES WATCHLIST: STREAMLINED SECURITY MONITORING
Kwanti also recently released Watchlist, a dedicated workspace that gives advisors a single place to monitor securities, track opportunities, and stay on top of market movement without jumping between tools. Advisors can organize securities into multiple lists, customize their view, and set automated price alerts to keep their focus on what matters most.
“Advisors shouldn’t have to juggle multiple tools just to stay on top of the market,” said Gauthron. “Watchlist brings everything into one place so advisors can monitor securities, track opportunities, and act quickly without breaking their workflow.”
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