Advyzon with Kwanti

Analyze your portfolios from Advyzon with:
  • Detailed asset allocation
  • Risk and performance metrics
  • Comparison to models

How it works

Select the portfolios or accounts from the Advyzon platform to be linked into Kwanti. Once linked, the position data is updated automatically in Kwanti.

Benefits

The automatic feed eliminates manual entry or import. It reduces the risk of errors and allows instant access to Kwanti Analytics.

Advyzon and Kwanti are separate, unaffiliated companies and they are not responsible for each other's services and products.