Riskalyze integration

rskLogo2x

We are pleased to announce our partnership with Riskalyze. Make your client portfolio reviews more efficient and create compelling proposals by using Riskalyze with Kwanti. With this integration, you can:

  • Analyze your Riskalyze client portfolios in Kwanti, using drill-down allocation
  • Analyze your Riskalyze models in Kwanti using hypotheticals, benchmark, rebalancing
  • Create Riskalyze models from Kwanti models

Read more about this integration.


Portfolio Pathway integration

ppwLogo2x

We are pleased to announce our partnership with Portfolio Pathway. With this integration, data from accounts in Portfolio Pathway is automatically linked and refreshed daily into Kwanti, eliminating the need for manual import.

Read more about this integration.


Orion integration

orion-logo-2x

We are pleased to announce two integration points with Orion:

  • Orion client portfolios and models can be imported and automatically synchronized into Kwanti
  • Single sign-on Kwanti app is available in Orion Connect

Read more about this integration.


UI improvements

The latest release of Portfolio Lab added several commands and options:

1. Asset button to directly access the profile of stocks, funds, ETFs:

ui_improvements_0517_1

2. Previous quarter option (in global settings):

ui_improvements_0517_2

3. Show/Hide date in the PDF report:

ui_improvements_0517_3

4. When searching assets, the results are broken down by asset type:

ui_improvements_0517_4

We hope you find these improvements useful. As always, your feedback is welcome!


Portfolio Search / Privacy

We added a portfolio search box. This may be useful if you have many portfolios.

The search box can also be used whenever privacy is needed (to hide your client names when doing a presentation). For privacy, simply click Hide List as shown below:

snapSearchPortfolio

The portfolio search box is available wherever portfolio selection is required. For example, when selecting a portfolio for comparison:

snapSearchPortfolio2

To display the full portfolio list, click on the arrow at the right of the search box.