What’s New
PDF Statement Extraction
xPDF is a game-changing feature designed to streamline portfolio analysis for prospects. With xPDF, you can easily upload PDF statements directly into Kwanti, and our system automatically extracts position details and creates portfolios for you. Eliminate manual entry...
New Feature – Risk Profiling
We are releasing a new set of features (at no extra cost) designed to enhance the way financial advisors manage prospect/client risk—Kwanti’s Risk Profiling Tool. This powerful addition enables advisors to send risk profiling questionnaires, compare client risk...
New WisdomTree models added to Model Market place
We are expanding our Model Marketplace with 5 new models from a leading model provider, WistomTree. These 5 new WisdomTree models are available in Kwanti. WisdomTree U.S. Conservative Growth Model WisdomTree U.S. Moderate Growth Model WisdomTree U.S. Growth Model...
BlackRock Global Allocation Selects models added to Model Marketplace
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Global Allocation models are now live and available in Kwanti. With these additions, Kwanti's Model Marketplace now boasts 100 diverse models from top...
Kwanti Introduces New Integration with Betterment
Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their practice and deliver a high-quality, personalized client experience. Accounts held at...
Enhanced Integration with Advyzon
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...
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
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
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 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
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
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...
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