Integration Spotlight: Folio Institutional

Nothing is more important than protecting your time.

According to some studies, most advisors don’t spend the majority of their time interacting with clients and prospects

Wouldn’t it be nice to improve that?

One way that we’re helping advisors reclaim their time is by integrating with the wealth management industry’s best companies, so you can least strike manual, back-office tasks like data entry off your to-do list.

In today’s blog, we’re covering how we integrate with Folio Institutional to improve your processes for running analysis on the accounts you custody there.


Who is Folio Institutional? 

Founded in 2000 by a former SEC commissioner, Folio Institutional provides comprehensive brokerage and custody services that include a model exchange, tax optimization tools, an advisor dashboard, and additional business management solutions. 

Click here to visit Folio’s website to learn more about all the services they offer.


How Folio and Kwanti Help Advisors Deliver Efficient Advice

Kwanti has integrations with all the leading custodians that wealth managers trust to custody client assets, including Folio Institutional. 

It’s essential that the analytics system you use integrates with your custodian so you can work with accurate portfolio information instead of spending your time uploading the latest positions. Instead, our integration lets you get right to analysis and making critical decisions without wasting time on data entry.

Here are three other benefits you’ll enjoy from connecting your Folio Institutional accounts to Kwanti.


Stay Current

When you set up a data sync between Kwanti and Folio, you get the confidence of knowing that your client data will always be current and that your decisions are based on accurate information.


Deliver Efficient Advice

Your clients want answers fast, and you can deliver them when your Folio data is automatically syncing to Kwanti. Use your time wisely by focusing on portfolio analysis, and then moving onto the next step, which is to deliver your recommendations back to your clients so they can take action and move closer to their goals.


Quantify Portfolio Decisions

Great analysis should be backed up by quantitative metrics and not just gut feel. When you use Kwanti to quantify your advice, you can show clients how each asset plays a unique role in supporting their financial goals and truly showcase the expertise and value you bring to the relationship.


How to Enable the Kwanti Integration with Folio Institutional

As you’ve come to expect with all the other integrations that Kwanti offers, setup of the Folio Institutional integration is a no-hassle experience.

Here’s what you need to do.

Step 1: Email Folio Institutional

Send an email to with the subject line “Attn: Data Feeds.” 

Folio will send you further instructions to complete the connection.

Step 2: Choose Accounts to Sync

Once the connection is active, you simply need to choose which accounts you want to sync. 

Navigate to the Import menu on Kwanti’s main screen, select an account, and click Import. We’ll handle the rest to begin importing positions. 

If you want to combine positions for multiple accounts into a single portfolio in Kwanti, all you need to do is select multiple accounts at once.

Every day after that, Folio will sync new position data to Kwanti automatically at 8 a.m. EST with information from the previous day’s close.


For current Kwanti users, there is no additional cost to use the integration. Just sign in to your account and get started. 

If you’re not a Kwanti user, click here to start a free trial and see how all of our integrations can make your days more productive. 

Folio Institutional and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products.

Integration Spotlight: Kwanti and Orion Advisor Tech

Managing investment portfolios is both an art and a science. 

To make smart, efficient portfolio decisions, you need access to robust data and tools to help uncover relevant insights and trends. 

And to build positive client experiences, you need access to reporting that helps turn that data into easy-to-understand visuals.

The problem is that technologies that specialize in portfolio analytics are often standalone services—meaning you have to manually transition valuable client data across platforms. 

Not anymore. Advisors can now access Kwanti’s powerful portfolio analytics engine within their Orion Advisor Tech platform.

Here’s what you need to know about the new integration. 

Who is Orion Advisor Tech? 

Orion Advisor Tech is a financial technology firm that provides a wide spectrum of solutions to advisory businesses, from marketing and financial planning to portfolio accounting and reporting. 

Click here to learn more about Orion Advisor Tech’s platform. 

Portfolio Analytics Options Available Through The Kwanti and Orion Advisor Tech Integration

Through the Kwanti integration, advisors can apply comprehensive portfolio analytics to any portfolio in their Orion platform.

Once the integration is activated, advisors can easily search client accounts and portfolios, which can be seamlessly sourced into the Kwanti analytics environment. Multiple accounts can even be added at once, as a household, for greater efficiency.

After being selected, the client account data is securely synced from Orion into Kwanti, where advisors gain access to a robust portfolio analytics engine.

Deep Portfolio Insight

Gain complete transparency into your portfolios, with the ability to analyze allocation data such as asset class segmentation, sector exposure, stock and bond styles, and stock regions at the click of a button.

Drill into the portfolio deeper, with risk metrics, and identify how each holding contributes to risk of the overall portfolio. And further, analyze how holdings are correlated to each other for a more comprehensive view of diversification. 

And we all know cost is at the top of every client’s mind. Through Kwanti, you can view the net expense ratio of every asset within the portfolio, making it easy to monitor and manage portfolio expenses.

Hypothetical Performance Scenarios and Stress Testing

Build hypothetical performance scenarios for your models, with full control over rebalancing frequencies and advisory fees. You can adjust backtesting time frames easily, and break down performance by time periods to understand how portfolios might react across various market conditions. 

And for a more focused review of how your portfolios will hold up in challenging times, you can conduct stress tests through specific market events, such as the 2008 financial crisis. 

Client Reporting

Managing your portfolios with greater insight and efficiency is great, but that work isn’t maximized until it’s demonstrated to your clients. 

Through Kwanti, you can build and deliver well-designed visuals through a connected reporting module. And the reports are customized seamlessly. Each data point available in the Kwanti analytics engine can be showcased through the reporting module. Simply select the desired data point(s) from a menu, and watch the report generate. 

You can also adjust chart layouts, as well as contact information, logo, and disclosure text as needed.

How to Enable the Kwanti Integration Through Orion

Kwanti can be enabled through your Orion account in just two steps. 

Step 1 – Initiate the Integration

Navigate to and select “Activate” to initiate the Orion single sign on menu. 

Step 2 – Sign Into Your Orion Account

Input your Orion login credentials to sync the two platforms. You will only have to do this only once. 

Once integrated you will be ready to import your portfolios from Orion into the Kwanti portfolio analytics environment. 

Select the “Import” action menu (through Kwanti), and choose Orion. 

You will then be able to search and sync client accounts and portfolios. You can add them in bulk, or as you go. Orion data synced with Kwanti will be updated nightly, ensuring consistent access to up-to-date portfolio data. 

How to Add Kwanti as an App in Orion Connect

For even greater convenience, you can set up Kwanti as an app within your Orion Connect home screen. This will allow you to launch Kwanti from within Orion, without having to re-enter your credentials. 

To set up the app, navigate to your Orion Connect dashboard and click on the Kwanti app. If you cannot see the app, use the search menu. Click on the Kwanti app icon, and enter your Kwanti credentials as prompted. You will only need to verify your credentials once.

For current Kwanti and Orion Advisor Tech users, there is no additional cost to use the integration. Just sign in to your account and get started. 

If you’re not a Kwanti user, click here to start a free trial and see how all of our integrations can make your days more productive. 

Orion Advisor Tech and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products. 

How to Use Income Analysis Tools in Kwanti

Do your clients really understand their investments?

If you use model portfolios, your client knows that they’re invested in your Global Multi-Asset model, but the investment education shouldn’t stop there.

In a recent survey, investors ranked two concerns at the top of their list of what they want to talk about with their financial advisor: Investments, and income during retirement.

You can easily engage clients in conversations about their investments, and give them the deep knowledge they want, when you use Kwanti’s portfolio analytics tools.

Here’s a guide for how to use Kwanti to discover the income generated by a portfolio so you can help clients plan for a confident income stream in retirement.


How to Help Clients Plan for Income in Retirement with Kwanti

We prioritize making it easy to find what you want. So when you click on any portfolio in Kwanti, you can find an income analysis easily too—just click on the Income tab to get started.


The top of the screen shows you all the information you need about your current portfolio, and the bottom of the screen gives you the details you can use to communicate accurately and confidently with clients.

By default, you’ll see income as a chart with real dollar amounts associated with each asset. You can also view yield percentages and more by switching to Details for a table view.

We show real dollars because percentages don’t have the same behavioral impact; when you deal with the real dollar amount a client can expect to make from their portfolio, they’re able to envision how they’ll use that money for their lifestyle and budget. 


Comparing Retirement Income Between Different Portfolios

Sometimes, you may want to move a client to a new portfolio to help them better achieve their goals, or you might be preparing a proposal for a new prospect.

In both cases, being able to compare expected annual income between different portfolios can make your case much easier to make. 

Simply click the “Compare” button to choose a new portfolio and see both side by side. 

Making Income Information Accessible for Clients

While you’ll use Kwanti for your detailed analysis, you probably won’t be showing the platform to your clients. We’ve made it simple to get the right information out of Kwanti and into your client’s hands.

You have multiple reporting options.

Option 1: Export an image

Click the camera icon to export a jpg image of the chart you’re viewing into Kwanti. This is an excellent option if you create a custom proposal and want to add compelling visuals to your presentation.

Option 2: Export to a spreadsheet

Some clients might love more visuals, others might want to focus in on the details with a spreadsheet view. Or, you might even want to do more analysis of your own in Excel. When that scenario comes up, you can export any table from Kwanti using the Excel button.

Option 3: Use Kwanti’s Reports

You don’t have to build your own reports, because we’ve got the pre-built options you need to quickly create a client-friendly PDF to use in your next meeting.

Click PDF at the top of the screen to get started, and then select “Add Content” under the Pages menu to find the Estimated Income report.

You can click directly on the screen to make any edits you want, and then download the PDF. You can go from beginning a report to done with that report in minutes or less.

No matter if you’re a planning-first advisor or an investment-first advisor, your clients want and need you to talk about their investments with them. 

You can quickly find the information you need, and easily use your analysis to provide financial education to your clients with Kwanti’s tools.

Try the Kwanti platform for yourself, risk free. Click here to start a free 30 day trial.

The one thing investors want to talk about more than anything else

The typical 21st-century advisor thought leader in the wealth management business tends to disparage an investments-based approach to client relationships. If you listen to many of the trend-setting speakers, you’ve probably heard some form of the saying “If you live by performance, you’ll die by performance.”

There is, of course, wisdom in focusing your services on the things you can control (the advice you give) rather than things you have no control over (market movements).

But if we look at studies measuring investor sentiments, the driving factor behind this industry shift seems to be more motivated by what advisors want out of their client relationships rather than what clients want. 

Advisors want to safeguard themselves from the appearance of fault when investments go south, so they are told to stop focusing on portfolios and start focusing on planning.

To today’s advisor, planning is king.

The only problem is that to today’s investor, investments still matter most.

What investors want to talk about

According to a new Spectrem Group study, “Communicating with Advisors and Providers,” when investors were asked what topics they most want to discuss with their advisor, the number one answer was—you guessed it—investments.

Roughly 80% of investors put investments as a top 5 topic and over 30% put it as priority #1, far ahead of the second most popular topic, income generation during retirement, which was the priority topic for 20% of investors.


If investments matter so much, why do advisors shy away from talking about them?

Nearly every subject on this list is part and parcel of most advisor-client relationships. 

It’s not particularly noteworthy that investors care about things like “estate planning” or “healthcare costs in retirement.” Any advisor who has been in the business long enough knows how important those considerations are for their clients, especially as they pass retirement age.

What is worth noting is that by replacing investment performance with progress toward goals, many advisors are barely skimming (or entirely avoiding) the topic a majority of investors most want to discuss.

There are numerous reasons why advisors have moved away from highlighting investment performance and taken a more high-level view to planning. 

To name a few:

  1. As the industry moves toward a more comprehensive advice approach, investments have become one spoke on an ever-expanding wheel of services offered.
  2. The goals-based approach keeps meetings and the arc of planning zeroed in on what’s most important – goals – rather than getting bogged down in the details.
  3. Portfolio reviews eat up a lot of time in meetings, and the energy they take on both sides – for you to explain and the client to understand – can leave little space for other important topics.
  4. When a client’s investments have a particularly tough quarter, you could end up spending all your time trying to persuade them (with varying degrees of success) to stick to the plan.

You could go on and on in listing the benefits of a goals-based approach to planning, but the fact still remains: investors want to know what’s going on with their investments.

How to focus on investments without losing the big picture

Investors come to an advisor for their expertise—the more you’re able to show that you understand their investments, and have a plan for why they own the assets that they do, the higher the likelihood that they’ll be comfortable with the strategies you’ve chosen together.

But putting a spreadsheet or list of holdings in front of a client isn’t typically going to be an experience that leaves a positive lasting impression or captures their interest. 

We believe that the advisor-client relationship should be centered on visual reporting that makes it simple for advisors to understand what’s happening in a portfolio so they can communicate it in a way that makes sense to clients too.

Kwanti’s customizable reports allow you to get into the details—like asset correlation within a portfolio—without losing sight of the big picture. Through using charts, graphs, and other visuals, you can show clients what went on with their holdings in the past, what’s happening now, and what to expect if trends continue into the future.

We’re here to support your portfolio analysis needs along every step of the advisor-client journey. From selecting a unique investment strategy from our model marketplace to creating a proposal, to managing the ongoing relationship, you can find the investment-centered data you need in Kwanti.


Try the Kwanti platform for yourself, risk free. Click here to start a free 30 day trial.


Now available! Use folders to organize your work.

For example, create a folder for model portfolios and folders for clients and prospects:

To create a folder, click:  New -> Folder

Learn more about folders (includes video tutorial)