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.