We are pleased to announce our partnership with Advyzon.
Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence.
Kwanti’s portfolio analytics are a perfect complement to Advyzon’s functionalities. With the Kwanti/Advyzon integration, your portfolios from Advyzon are automatically updated in Kwanti, eliminating the need for a manual, error-prone step.
To activate the Kwanti/Advyzon integration, sign in to Kwanti and select Integrations->Advyzon.