Kwanti, a San Francisco-based portfolio analytics solution, supports financial advisors and investment managers in areas such as prospect conversion, client acquisition and retention, model management, and proposal generation by providing analytics, investment performance data, and stress testing. The platform’s web-based interface is designed to help advisors manage portfolios with data-driven expertise while optimizing time and resources.The company recently introduced significant enhancements to its PDF report cover page customization options, designed to offer advisors increased control over branding and presentation in client reports and proposals. These updates build upon Kwanti’s existing capabilities, addressing the need for strict brand consistency and compliance, particularly for large enterprises. Previously, advisors could modify logos, edit text, and adjust the main page color. The enhanced options now include layout selection with multiple templates, flexible element positioning for text blocks and logos, advanced color controls for text, the ability to add custom background images, and integrated disclosures directly on the cover page for compliance visibility. 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. Incorporating a firm’s brand elements helps improve first impressions with cover pages that set the tone for the analysis, streamline compliance with the inclusion of necessary disclosures prominently on the cover page, and differentiate from competitors by standing out with unique layouts and branded backgrounds that reflect each firm’s personality.” He added that these tools help ensure deliverables “reflect the quality and professionalism of your advisory practice.” These customization features are available within Kwanti’s PDF report generator to all users at no additional cost.These updates follow the introduction of the Summary Page in April 2025, a new feature within Kwanti’s PDF reports designed to provide greater visibility into household-level reports. The Summary Page offers a structured breakdown of each account within a Group portfolio, allowing for more precise client reporting by presenting a consolidated view of grouped portfolios. Additionally, the Account Detail option on the Positions page now allows advisors to examine individual account data, organizing positions by account and displaying Weight (%), Value ($), and Shares for each position. This feature aims to enhance transparency, simplify explanations of multi-account relationships, streamline analysis of proportional contributions, and deliver well-structured reports to clients. The Summary Page is available in the PDF editor for any portfolios, and the Account Detail option is accessible for Group or Blend portfolios by checking a box on the Positions page. Both features are available to all Kwanti users.In recognition of its platform improvements, Kwanti has been named a Finalist for the 2025 WealthManagement.com Industry Awards in the Portfolio Analytics category. This follows Kwanti’s win in the same category in the 2024 Wealthies. The 2025 nomination acknowledges new features and enhancements introduced over the last 18 months, including Risk Profiling, PDF Statement Extraction, the PDF Report Summary Page, and additions to the model marketplace. 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 received 1,209 entries from over 400 companies, with nearly 300 organizations selected as finalists for its 11th annual program.Kwanti has also received other industry recognitions, including being named an Excellence Awardee and Finalist for the WealthTech Provider of the Year award in the 2025 InvestmentNews Awards, and being listed on FinTech Global’s 2025 WealthTech 100 earlier this year. Winners of the 2025 WealthManagement.com Industry Awards are scheduled to be announced at a ceremony in New York City on September 4th.