Kitt is a sophisticated investment management software designed to empower financial advisors, portfolio managers, and investment firms to efficiently manage their clients’ portfolios and optimize investment strategies. This comprehensive platform offers a suite of tools that streamline portfolio management, enhance client reporting, and facilitate data-driven decision-making. Kitt’s intuitive interface allows users to easily track and analyze portfolio performance, asset allocation, and risk metrics, providing a clear and detailed view of investment activities. The software supports advanced features such as automated rebalancing, tax optimization, and performance benchmarking, ensuring that portfolios are managed effectively and in alignment with clients’ financial goals and risk tolerance. Additionally, Kitt includes robust client management tools, enabling advisors to build detailed client profiles, monitor investment preferences, and deliver personalized advice and recommendations. The platform offers seamless integration with various financial data sources, ensuring that all relevant information is consolidated and easily accessible. Kitt also provides customizable reporting and visualization options, making it simple to present investment performance and insights to clients in a clear and impactful manner. With its scalable architecture and robust security measures, Kitt is the ideal solution for investment professionals seeking to enhance their portfolio management capabilities, improve client satisfaction, and drive business growth through efficient and effective investment strategies.
Kitt
2017
New Zealand
24x7 Support
Accounting
