We're excited to unveil an enhancement to our existing integration with Advyzon that will streamline your workflow and elevate your analytical capabilities. Building upon our existing integration, we are delighted to introduce the ability to import models from Advyzon...

Kwanti is a powerful investment analytics platform that has become a popular choice among advisors due to its ease of use and flexibility. However, one issue that many advisors faced was the inability to properly analyze the assets held in retirement accounts,...

Kwanti has expanded its list of available indexes by adding The Morningstar Target Risk Index family. This collection includes: Morningstar Conservative Target Risk Morningstar Moderate Target Risk Morningstar Moderately Conservative Target Risk Morningstar Moderately...

Kwanti is proud to introduce a new integration with Altruist, a modern custodian built exclusively for RIAs that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution....

Now available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models, and we are constantly looking for ways we can add more useful tools for users, as well as make enhancements to existing...

Now available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models, and we are constantly looking for ways we can add more useful tools for users. Introducing our latest feature: editing...

Available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models. We are constantly looking for ways we can add more useful tools for you. Introducing the Screener....

The Fidelity/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Fidelity accounts actual performance. To view your Fidelity accounts and their history, select...

Every year, the FinTech and WealthTech industries look forward to the updated version of the T3 & Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected and referenced attempts to quantify...

Today’s investors expect a lot from their financial advisors. From client-facing duties to back-office work, there’s no shortage of tasks for an advisor to keep up with, on any given day. So how can an advisor ensure they are giving the best possible advice to their...

Michael Kitces has long been known in the financial advisor space for his unmatched dedication to, knowledge of, and experience in the financial services industry. Lucky for us, he and his team periodically perform independent market research and compile valuable...