Kwanti, a San Francisco-based provider of portfolio analytics solutions for financial advisors and investment managers, has announced the release of new features, “Cash Flow Scenarios” and “Watchlist,” designed to enhance how advisors model client cash flow and monitor securities, alongside outlining its 2026 roadmap which includes future AI integration.
Kwanti’s new Cash Flow Scenarios feature allows advisors to conduct historical simulations that demonstrate how a portfolio would have performed under systematic cash flows over time. This capability enables advisors to use actual market data, rather than relying on projected returns, for discussions on retirement income, dollar cost averaging, and portfolio sustainability. Christophe Gauthron, CFA®, Founder and CEO of Kwanti, stated, “Advisors have always needed a better way to show clients how different strategies would actually perform in the real world. With Cash Flow Scenarios, we’re giving advisors the ability to have more evidence-based conversations grounded in real market history.” The feature supports four distinct scenario types: Dividend Withdrawal, Fixed Dollar Withdrawal, Percentage-Based Withdrawal, and Fixed Dollar Contribution, and is now available to all Kwanti users.
The company also recently released Watchlist, a dedicated workspace designed to streamline security monitoring for advisors. This feature provides a single platform to track opportunities and market movements without requiring advisors to switch between multiple tools. Gauthron noted, “Watchlist brings everything into one place so advisors can monitor securities, track opportunities, and act quickly without breaking their workflow.” Watchlist includes customizable display options, flexible import capabilities, automated price alerts, and the ability to create multiple Watchlists, and is available to all Kwanti users.
Looking ahead, Kwanti is focusing on integrating artificial intelligence into its portfolio analytics platform. The company aims to leverage its extensive cross-custodian data, accumulated over years of advisor use, to ground AI-generated insights in real portfolio data. This initiative seeks to enable advisors to quickly surface insights, ask questions in natural language, and gain a clearer understanding of their practice while using their existing tools. Kwanti plans to integrate its data with leading AI platforms through the Model Context Protocol (MCP). The Kwanti team is scheduled to provide demonstrations and further details on its AI-powered features at the 2026 T3 Technology Conference, including a breakout session titled “From Data Fatigue to Client Confidence: Prospecting with AI” on Thursday, March 12th at 9:30am CT. Additional information will be released in the coming months.
