Who Uses This Software?

Registered Independent Advisors


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    No
  • Support
    Online
    Business Hours

Vendor Details

  • Kwanti
  • www.kwanti.com
  • Founded 2008
  • United States

About Portfolio Lab

Portfolio Lab offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Portfolio Lab is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects. Features - Allocation analysis with drill-down - Performance analysis - Risk metrics and stress test - Multiple integrations with custodians/third party vendors


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Portfolio Lab Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Portfolio Lab Reviews

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