This Partner Solutions webinar is sponsored by Kwanti.

This webinar will offer a detailed refresher on key risk and performance analytics and their role in enhancing client advice and prospecting strategies. Advisors will gain insights into how data can streamline decision-making, allowing them to focus more effectively on building and maintaining client relationships. In today's data-driven environment, these skills are essential for advisors to provide more value and support to their clients.

1. Understand and accurately interpret key risk and performance metrics
2. Gain a refreshed understanding of how these metrics apply to portfolio diagnosis and enhancement.
3. Explain these metrics in clear, client-friendly terms, ensuring clients understand their value and the advisory services provided.

Christophe Gauthron, CFA 

Christophe Gauthron, CFA, is the founder & CEO of Kwanti, a portfolio analytics solution aiding financial advisors with model management, prospect conversion, client retention, and more. by delivering portfolio analytics, investment performance data, stress testing, and proposals. Christophe built Kwanti on the vision that advisors with access to comprehensive and affordable portfolio analytics can serve their clients better. Prior to Kwanti, Christophe developed mathematical software for the computer and telecommunications industry.

Josh Schwaber 

Josh Schwaber’s background working at an RIA is pivotal to helping determine Kwanti’s product direction and resolving advisors’ questions on analytics. He is head of client engagement at Kwanti.