What’s New

CIT data now available in Kwanti

CIT data now available in Kwanti

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,...

New Target Risk Indexes Available

New Target Risk Indexes Available

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...

Custom Text Page in PDF

Custom Text Page in PDF

This feature is available to all users and allows for greater flexibility and customization in generating PDF reports. In this blog post, we will walk you through the different uses of the Custom Text page and how to add it to your PDF reports. Various Uses of the...

Kwanti Introduces New Integration with Altruist

Kwanti Introduces New Integration with Altruist

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....

Identify Hidden Portfolio Expenses with Kwanti’s Tax Drag Analysis

Identify Hidden Portfolio Expenses with Kwanti’s Tax Drag Analysis

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...

Editing a Model Portfolio History

Editing a Model Portfolio History

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...

Discover best performing assets with Kwanti Screener

Discover best performing assets with Kwanti Screener

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....

Fidelity/Kwanti integration update

Fidelity/Kwanti integration update

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...

The 2022 T3 Advisor Software Survey Results Are In

The 2022 T3 Advisor Software Survey Results Are In

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...

How Advisors Can Blend Models for Better Investment Outcomes

How Advisors Can Blend Models for Better Investment Outcomes

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...

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