Kwanti, a leading portfolio analytics solution for financial advisors and investment managers, has announced significant enhancements to its PDF report customization features and introduced a new household summary page. These product developments coincide with the company receiving multiple industry recognitions, including being named a finalist for the 2025 WealthManagement.com Industry Awards.
The enhanced PDF report cover page customization provides advisors with greater control over branding and presentation. These advanced capabilities build on Kwanti’s existing functions, offering design flexibility and brand integration to meet the critical need for consistent branding and compliance across client-facing deliverables, particularly for large enterprises. Christophe Gauthron, CFA®, Founder and CEO of Kwanti, stated, “Our new PDF report customization options enable advisors to reinforce and strengthen brand consistency and ensure their deliverables reflect their firm’s quality and professionalism.” He added that incorporating brand elements helps improve first impressions, streamline compliance by prominently including necessary disclosures on the cover page, and differentiate firms through unique layouts and branded backgrounds.
Previously, advisors could modify their logo, edit text blocks, and adjust the main page color. The expanded cover page options now include layout selection from multiple professionally designed templates, flexible element positioning for text blocks and logos, advanced color controls for text and page colors, custom background image uploads for fully branded experiences, and integrated compliance disclosures directly on the cover page. Gauthron noted, “Whether you’re preparing client reviews, prospect presentations, or internal reports, these tools help ensure your deliverables reflect the quality and professionalism of your advisory practice.” These customization features are available within Kwanti’s PDF report generator to all new and existing users at no additional cost.
Further enhancing its PDF reporting capabilities, Kwanti recently introduced the Summary Page, designed to offer greater visibility into household-level PDF reports. Launched in April 2025, this feature provides a structured breakdown of each account within a Group portfolio, offering a consolidated view. Advisors can also access granular position-level transparency for individual accounts using the Account Detail option on the Positions page, where positions are organized by account, showing Weight (%), Value ($), and Shares. This increased transparency helps advisors demonstrate the allocation and composition of complex portfolios, simplify explanations of multi-account relationships, analyze proportional contributions, and deliver well-structured reports. The Summary Page is available in the PDF editor for any portfolios, and the Account Detail option for Group or Blend portfolios is accessible by checking the Account Details box on the Positions page. Both features are available to all Kwanti users.
In addition to these product advancements, Kwanti has received several industry accolades. The company was named a Finalist for the 2025 WealthManagement.com Industry Awards in the Portfolio Analytics category, following its win in the same category in the 2024 Wealthies. Patric Glassell, Chief Growth Officer at Kwanti, commented, “It’s an honor to yet again be acknowledged by such a prestigious awards program in our industry. This achievement reflects the commitment of our team and the continuous improvements we make to empower advisors and enhance the experience they deliver to their clients.” The WealthManagement.com Industry Awards assess both quantitative and qualitative measures, including feature set, usage, adoption, scope, scale, advisor survey scores, innovation, and creativity. For the 11th Annual Industry Awards, over 1,200 entries were submitted from more than 400 companies, with nearly 300 organizations selected as finalists. Winners will be announced at the Wealthies Awards Ceremony at Cipriani 42nd Street in New York City on September 4th.
Earlier this year, Kwanti was also recognized as an Excellence Awardee and Finalist for the WealthTech Provider of the Year award in the 2025 InvestmentNews Awards. Additionally, FinTech Global included Kwanti on its 2025 WealthTech 100 list, which highlights innovative WealthTech companies relevant to leaders in the wealth and asset management industries.
Kwanti, founded by Christophe Gauthron, CFA®, and based in San Francisco, California, provides portfolio analytics, investment performance data, stress testing, and proposal generation through an intuitive, web-based interface. The solution supports financial advisors and investment managers with prospect conversion, client acquisition and retention, and model management, aiming to optimize time and resources.
