Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
By streamlining the process and ensuring it's well-organized while removing any long-term financial burdens, businesses can allocate more time to client consultations instead of getting bogged down by paperwork. This enables you to maintain competitive pricing while delivering the same outcomes as other software solutions. We developed Credit Detailer to be an accessible tool for everyone, free from lengthy contracts, and we ensure your data is not held captive; it remains securely on your device under your control. Throughout the last 15 years, our community of users has played a crucial role in shaping Credit Detailer into a reliable software solution. It is individuals like you who seek a user-friendly system without the constraints of monthly charges or per-item fees, allowing you to focus on your work without incurring extra costs or limitations. We believe that empowering our users is essential for success, and that's why we prioritize their needs in our development process.
Description
Every expert understands that incremental improvements are achieved through a series of thoughtful choices made over extended periods. Kwanti empowers users to examine all risk elements, holdings that aid in achieving success, and avenues to rethink a portfolio. By focusing on the details, the overall vision becomes clearer. Risks manifest in various ways, and readiness for each type is essential. Conduct stress tests on your portfolios and models using historical scenarios to enhance your decision-making when balancing a client's desires with their risk tolerance. Meeting client goals hinges on their commitment to staying invested and aligned with appropriate benchmarks. Additionally, by simulating the effects of various trading strategies on past returns, you can equip yourself to make savvy decisions regarding future portfolio management. This proactive approach not only informs your strategies but also builds client trust through demonstrated diligence.
API Access
Has API
API Access
Has API
Integrations
Nitrogen
Pricing Details
$399 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CreditDetailer
Website
www.creditdetailer.com
Vendor Details
Company Name
Kwanti
Founded
2008
Country
United States
Website
www.kwanti.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management