Kwanti Chooses Morningstar Fund and ETF Data for Portfolio Lab
MOUNTAIN VIEW, CA -- (Marketwire) -- 11/15/12 -- Kwanti, Inc.
("Kwanti"), a technology provider to financial advisors and
institutions, today announced that it has entered an agreement with
Morningstar, Inc. to license fund and ETF data for its Portfolio Lab
Portfolio Lab is the internet-based product of Kwanti's ongoing
commitment to provide financial advisors with best-in-class solutions
for portfolio analytics, client acquisition and communication.
"We are fulfilling our technology roadmap by increasing the capacity
of Portfolio Lab for financial advisors and their clients," said
Christophe Gauthron, CEO of Kwanti. "By integrating Morningstar fund
and ETF data into our platform, advisors can make consistent
comparisons and informed asset allocation decisions across a vast
choice of investment types."
Allan Harkness, president of Peak Brokerage Services, LLC, stated,
"Kwanti's Portfolio Lab has been an invaluable tool for our firm for
several years enabling our Reps to gather millions of dollars in new
fee-based assets. With the addition of robust fund and ETF data in
Portfolio Lab, we can make meaningful side-by-side portfolio
comparisons to demonstrate the value of our firm's expertise and the
performance of our Managed Portfolios."
Portfolio Lab is a subscription-based service. No software
installation is required and advisors can securely access their
portfolios from any Mac or PC.
"The beauty of Kwanti is the ease-of-use." Harkness continued, "With
just a few key data points in Portfolio Lab our Reps are able to
produce clear and customized reports for existing or prospective
clients. I highly recommend Kwanti's Portfolio Lab as a tool for
For a demo and trial of Kwanti Portfolio Lab including asset
allocation using Morningstar fund and ETF data, please visit
Founded in 2008, Kwanti is a technology provider serving financial
advisors and asset management companies. Kwanti's flagship product
Portfolio Lab is an efficient and elegant platform for portfolio risk
and diversification analysis. Portfolio Lab is used online by
hundreds of advisors and wealth managers.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment
research in North America, Europe, Australia, and Asia. The company
offers an extensive line of products and services for individuals,
financial advisors, and institutions. Morningstar provides data on
more than 385,000 investment offerings, including stocks, mutual
funds, and similar vehicles, along with real-time global market data
on more than 8 million equities, indexes, futures, options,
commodities, and precious metals, in addition to foreign exchange and
Treasury markets. Morningstar also offers investment management
services through its registered investment advisor subsidiaries and
has approximately $195 billion in assets under advisement and
management as of Sept. 30, 2012. The company has operations in 27
Mountain View, CA
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