New Portfolio Analytics Software

Published March 9th, 2017 in News, Updates and Announcements | No Comments »

Prosperity Capital Advisors is very excited to announce a new relationship with Kwanti Portfolio Analytics to offer the Kwanti Portfolio Lab software to you and your clients at a discounted rate. We have been conducting due diligence and field testing with multiple software vendors to find a good solution to provide investment audits. We have found Kwanti to be a tremendous portfolio evaluation tool to compare a client’s current portfolio with a portfolio we are recommending. We found the software to provide great value in providing an insightful report on total fund expense of one portfolio option vs the other. We feel this analysis will help document why moving the portfolio to you (and PCA) is in the clients best interest and documents the potential cost savings of making the move.

Please join us on March 17th at 2:00pm EST to review the software and client deliverable

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