Addepar / Kwanti integration
- Analyze your Addepar client accounts in Kwanti
- Drilldown to allocations, expenses, risk
How it works
Select portfolios from Addepar to be linked into Kwanti.
Once linked, the position data is updated daily in Kwanti.
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Benefits
The automatic feed eliminates manual entry or import. It reduces the risk
of errors and allows instant access to Kwanti analytics.
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Addepar and Kwanti are separate, unaffiliated companies and they are not responsible for each other's services and products.
