Kwanti at FPA Experience, Orlando Oct 19-21

Kwanti will be at the FPA Experience conference in Orlando, Oct. 19 to 21.

Visit us on the exhibit floor, booth #719 where you can see demos and have a peak at our upcoming product enhancements!


Portfolio Lab for iPad

Portfolio Lab for iPad is available to all Kwanti subscribers at no extra charge from Apple app store. With this application, you gain instant mobile access to your Kwanti portfolios and an elegant way to communicate with your clients!

FPA members welcome

FPAAs an institutional member of the Financial Planning Association, Kwanti welcomes FPA members and offers a 10% discount on subscriptions to Portfolio Lab.


Portfolio Lab app for Android tablets

androidPortfolio Lab for Android tablets is released and available at no extra charge to Kwanti subscribers. The application can be installed from the Google Play app store. It is optimized for tablets 10″ and higher.

Portfolio Lab for Android presents the same user interface as our desktop version so you can easily switch from one to the other. It features most of the features of the desktop version such as portfolio comparisons, allocations, risk analysis and more through dozens of interactive charts and graphics. With Portfolio Lab for Android you gain instant mobile access to your portfolios and an elegant way to communicate with your clients!

Kwanti is now integrated with Veo®

kwanti veo integratedKwanti’s Portfolio Lab, a cloud-computing based portfolio analytics and client acquisition solution, is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Within Portfolio Lab, advisors can now seamlessly access critical Veo client data such as balances and positions, and use Veo client data to create detailed analytics and customized client reports.

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TD Ameritrade, Inc. and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Kwanti’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by AdvisoryWorld. Brokerage services provided exclusively by TD Ameritrade, Inc. member FINRA/SIPC/NFA. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.