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...

As an RIA, you know all too well that your business relies on your ability to deliver top-quality advice to your clients. Better advice leads to better outcomes and better outcomes lead to more business. But as business demands grow, it can be difficult to scale your...

Are you one of the nearly 70% of RIA firms considering adding annuities to your clients’ portfolios in the near future? That high of a number might come as a shock if not. One of the largest RIAs in the country, Fisher Investments, built an entire career out of the...

RIA firms looking to grow their business don’t always have the luxury of adding more staff members to handle the administrative or operational tasks that can consume an investment advisor’s time.  Instead, they have to achieve efficiency in other ways. One of the...

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