Portfolio 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...

Kwanti’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...

by Christophe Gauthron Reprint from T3 newsletter, June 2013 Cloud based computing and mobile access enabled a new breed of software technology for financial advisors. This article focuses on portfolio analytics and shows how legacy platforms with clunky interfaces...

Mutual funds, closed-end funds and ETFs have a percentage of assets deducted periodically to cover the fund's expenses. With Portfolio Lab, you can keep track of the overall expense for the portfolio and rank funds by their expense ratio. The overall portfolio expense...

We are pleased to announce our integration partnership with TradePMR. TradePMR provides Brokerage and Custody services to Registered Investment Advisors (RIAs). Advisors affiliated with TradePMR can link their accounts into Portfolio Lab. A linked portfolio has its...

Kwanti will attend the Technology Tools for Today (T3) conference in Miami, Feb. 11-13. Visit us on the exhibit floor, booth #107 where you can see demos (including preview of upcoming Portfolio Lab's Android and iPad applications) and discuss Kwanti's roadmap for...

We are pleased to announce the addition of an Asset Allocation view in Portfolio Lab. In this view you can analyze the asset class breakdown of your portfolios based on robust ETF and mutual fund data licensed to Kwanti by Morningstar.     Portfolio Lab uses...

We raised the limit of positions per portfolio to 100. This is effective immediately for all subscribers. We plan to raise this limit again in the future as we upgrade the capacity of our servers.    

Attach text notes to your portfolios using the Edit->Notes menu in Portfolio Lab as shown below. The notes are saved with the portfolio using the same privacy and encryption processes used for the portfolio positions data. As a convenience, the first line of the...

You can display your name or your firm's name in the title bar of the Portfolio Lab window. Click on the title bar to open the global settings, type your name then 'Update'.  

In periods of uncertainty about economic growth, investors may favor dividend producing assets in their portfolios. Recently we added views to chart the distribution history of individual assets. Today, we show how this extends to the portfolio level with the...

You may inspect an asset's distributions and historical yield through the Asset Profile view. This view is opened by clicking on the icon at the end of a portfolio position line as shown in the red circle: The dividend and yield chart is displayed at the bottom of the...