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
No
API Access
Has API
No
Integrations
Nitrogen
No
Pricing Details
$399 one-time payment
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes