3 Ways to Benefit from Customizing Reports in Kwanti

Most advisors tend to offer similar services to one another, which can create the impression that all advisors are the same. 

But it’s an accepted fact for anyone who works in financial services that the opposite is actually true—every advisor can be very different in how they approach investing, financial planning, and working with clients. 

That uniqueness extends to how advisors like to create and review portfolio information with clients, and we’ve developed the Kwanti platform to accommodate the customization you like to bring into your relationships.

When you’re ready to take the analytics out of Kwanti and present your recommendations to your clients, our reports can be an easy way to get your client focused during conversations about their investment strategy. 

Here are a few ways you can customize your Kwanti reports to fit your firm’s brand and what you want to review with clients. 

Getting Started with Custom Kwanti Reports

Creating a report is as simple as clicking a button. 

While viewing any portfolio, select PDF from the top menu to launch into the custom reporting engine.

Once you’ve launched a report, you can customize its content and style to fit your firm’s needs and what you want to discuss with a client. 

By default, our most-used report sections will display but you can reorder pages or remove pages entirely simply by hovering over them in the Pages section on the left-hand side.

If you need a section that’s not there, click Add Content to add additional sections like Top Holdings, Correlation, and Bond Styles.

Throughout your reports, you’ll be able to dynamically click inside of sections on each page to make edits. Tailor your cover page to the specific advisor who will be presenting, or hover over your Top Holdings to change the number of assets to display, and whether to keep the information high-level or display which funds hold a specific security for a deeper level of analysis in your next meeting.

Creating Dynamic Proposals to Close New Business

Kwanti reports allow you much more flexibility than client presentations. You can also use them to enhance your proposal for prospects as well.

Turning an analytics report into a proposal that compares your proposed portfolio against a prospect’s current setup is simple. Here’s how you can create proposals in no time.

Under the Data section, add a second portfolio as Portfolio B. The report will dynamically update to show both side by side, allowing you to easily show a visual of the benefits you can provide by moving the prospect into your recommended investment strategy.

For even more customization, you can also add an additional benchmark.

Branding Your Reports

As the primary source of financial advice for your clients, it’s important to put your name and logo in front of them in every communication. That extends to your reports as well.

We help you maintain consistency across your client communications with the ability to self style Kwanti reports to your brand’s colors.

You can select a pre-selected color from the dropdown menu, or enter your firm’s Hex code to customize to your exact primary color. The cover page and all section headers will update to match.

If you need to add custom disclosures or additional commentary, simply add a Custom Text page to provide your clients with any information they need to make well-reasoned decisions from your expert analysis. 

 

Not a Kwanti user? Click here to start a free trial and start creating your own custom reports to use in client and prospect meetings.


Kwanti Adds Fidelity Investments and WisdomTree to Growing Model Marketplace

Kwanti, a leading provider of portfolio analytics technology for financial advisors, announced today that it has added model portfolios from Fidelity Investments and WisdomTree to the Kwanti Model Marketplace. Models from both providers are available directly in Kwanti at no additional cost.

The integration brings 11 WisdomTree models to the platform along with 15 Fidelity models. The model portfolios offer a diverse set of strategies to advisors using Kwanti, allowing them to access portfolios that represent the entire spectrum of risk capacities and a variety of client needs and purpose-driven outcomes.

See the full press release here.


Integration Spotlight: Kwanti and Black Diamond

Looking for a way to improve the way you perform portfolio analytics for the client accounts you manage with the Black Diamond platform?

Our integration makes it simple to load all of the accounts and portfolios you manage in Black Diamond into the Kwanti system so you can start running advanced analysis on them in no time.

The integration is available to use right now. Here’s what you need to know about how to set it up, and why it will benefit your daily workflows.

Who is Black Diamond?

Black Diamond is a portfolio management platform for financial advisors and wealth managers that includes features like performance reporting, rebalancing, client billing, and client reporting. Black Diamond is part of SS&C Technologies.

You can learn more about Black Diamond here.

What You Can Do with the Kwanti and Black Diamond Integration

The Kwanti integration with Black Diamond gives you functionality to quickly sync your accounts and portfolios from Black Diamond to the Kwanti platform.

Setting up this integration can help streamline your workflow in two ways:

  • Eliminate the chance of error when manually updating information in Kwanti for accounts you manage in Black Diamond.
  • Run analytics immediately and quickly on any account, without having to take extra time to see if it’s updated first.

Once your integration is set up, you never need to link your two accounts again. Kwanti will pull updated portfolio position information daily and automatically.

In no time at all, you’ll be generating reports of performance and risk metrics and viewing detailed asset allocation for all your client portfolios.

As you equip yourself with this information, you’ll be able to make more informed, more unique recommendations for how to manage each client’s investment portfolio according to their needs and goals.

How to Get the Integration Started

You can set up the integration with Black Diamond in three steps.

Step 1

Click Import from the Kwanti action menu and select Black Diamond from the list, then click “Activate This Integration” on the next page and follow the instructions. 

Black Diamond

Step 2

You’ll be asked to sign into Black Diamond, which you’ll only need to do once.

Step 3

The final step allows you to choose portfolios or accounts, either one at a time or many at once. After your selections are complete click Import, and you’re done. In a matter of minutes you’ll be analyzing accounts at a deeper level than ever.

You can always find the portfolios syncing from Black Diamond on your main Kwanti Analytics screen. Each portfolio or account will be represented by a Black Diamond logo in the “Type” column.

If you’re a Kwanti user already and also use Black Diamond, sign in here to get started and add this integration right away. There’s no additional cost to you.

Not a Kwanti user? Click here to start a free trial and see how all of our integrations can make your days more productive.

SS&C Advent Black Diamond and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products.


PDF Custom Colors

You can now select any color for the PDF report cover page and headings. For example, you can pick a color that matches your firm’s branding and logo.

To select a color, click on Color Theme, then Custom as shown below:

Color Palette


Marketplace Spotlight: Kwanti and WisdomTree

Did you know that you can access a robust selection of institutional-quality model portfolios right from within Kwanti?

Today, we’re excited to announce that we’ve added WisdomTree to our model marketplace. WisdomTree model portfolios are completely free to advisors to use.

When you use the Kwanti model marketplace, you can expand the investment solutions you offer to clients without increasing the time it takes to create new strategies. As more of the wealth management industry moves toward a focus on financial planning, a unique and robust model selection process can help you show your value and set you apart from other advisory firms.

In this article, we’ll give you the details about which WisdomTree models are available, and how to start using them immediately. 

Check out the details below.

Who is WisdomTree?

WisdomTree is a New-York based asset manager founded in 2006. The company is one of the largest ETF issuers in the world and pioneered the concept of fundamentally weighted ETFs. WisdomTree strategies provide investors with the potential for income, performance, diversification and other advantages through proprietary methodologies, smart structures or uncommon access.

You can learn more about WisdomTree here.

Which WisdomTree Models Are Available in Kwanti?

The Kwanti model marketplace now features nine models from WisdomTree, including:

  • WisdomTree Core Equity
  • WisdomTree Fixed Income
  • WisdomTree Aggressive Allocation
  • WisdomTree Moderate Allocation
  • WisdomTree Conservative Allocation
  • WisdomTree Endowment Model Portfolio – Moderately Aggressive
  • Global Multi-Asset Income Aggressive Allocation
  • Global Multi-Asset Income Moderate Allocation
  • Global Multi-Asset Income Conservative Allocation

Each model can be automatically imported and synchronized when you activate the WisdomTree integration. And if you missed it the first time, there is no cost to your firm to subscribe to and use any of these models.

How to Load Your WisdomTree Models

WisdomTree models are available to any advisory firm that subscribes to Kwanti. 

Follow these simple steps to activate the integration.

Step 1:

In the Kwanti application, click Import and select WisdomTree.

Import

Step 2:

Read and acknowledge WisdomTree models terms of use (you only need to do this once).

Step 3:

Click on the models you want to import into your portfolio list and then click Save.

WisdomTree Models

That’s it! Your models are now available in the portfolio list and ready to be assigned to accounts.

Whenever you add a model from the Kwanti model marketplace, it will be viewable in your complete model portfolios list. You can then assign the model to any account as long as you remain a Kwanti subscriber.

If you’re a Kwanti user already, sign in here to get started and get started with adding WisdomTree models to your collection right away.

Not a Kwanti user? Click here to start a free trial and see how our model marketplace can enhance your ability to find the right strategy for each client portfolio.