What’s New

Integration Spotlight: Kwanti and Orion Advisor Tech

Integration Spotlight: Kwanti and Orion Advisor Tech

Managing investment portfolios is both an art and a science.  To make smart, efficient portfolio decisions, you need access to robust data and tools to help uncover relevant insights and trends.  And to build positive client experiences, you need access to reporting...

How to Use Income Analysis Tools in Kwanti

How to Use Income Analysis Tools in Kwanti

Do your clients really understand their investments? If you use model portfolios, your client knows that they’re invested in your Global Multi-Asset model, but the investment education shouldn’t stop there. In a recent survey, investors ranked two concerns at the top...

The one thing investors want to talk about more than anything else

The one thing investors want to talk about more than anything else

The typical 21st-century advisor thought leader in the wealth management business tends to disparage an investments-based approach to client relationships. If you listen to many of the trend-setting speakers, you've probably heard some form of the saying "If you live...

Folders

Folders

Now available! Use folders to organize your work. For example, create a folder for model portfolios and folders for clients and prospects: To create a folder, click:  New -> Folder Learn more about folders (includes video tutorial)

Wilshire model portfolios

Wilshire model portfolios

Wilshire model portfolios are available in Kwanti model marketplace. To access the Wilshire model portfolios, click Import -> Wilshire Wilshire Premier Allocation Conservative Portfolio Wilshire Premier Allocation Moderate Conservative Portfolio Wilshire Premier...

Reorder PDF Pages

Reorder PDF Pages

You can now reorder the pages on the PDF report to your choosing. To do so, click and drag the arrow next to any page under the Pages section of the menu on the left of the page as shown below:

3 Ways to Benefit from Customizing Reports in Kwanti

3 Ways to Benefit from Customizing Reports in Kwanti

Most advisors tend to offer similar services to one another, which can create the impression that all advisors are the same. But it’s an accepted fact for anyone who works in financial services that the opposite is actually true—every advisor can be very different in...

Integration Spotlight: Kwanti and Black Diamond

Integration Spotlight: Kwanti and Black Diamond

Looking for a way to improve the way you perform portfolio analytics for the client accounts you manage with the Black Diamond platform? Our integration makes it simple to load all of the accounts and portfolios you manage in Black Diamond into the Kwanti system so...

PDF Custom Colors

PDF Custom Colors

You can now select any color for the PDF report cover page and headings. For example, you can pick a color that matches your firm's branding and logo. To select a color, click on Color Theme, then Custom as shown below:

Marketplace Spotlight: Kwanti and WisdomTree

Marketplace Spotlight: Kwanti and WisdomTree

Did you know that you can access a robust selection of institutional-quality model portfolios right from within Kwanti? Today, we’re excited to announce that we’ve added WisdomTree to our model marketplace. WisdomTree model portfolios are completely free to advisors...

Product Spotlight: Get X-Ray Vision with Detailed Holdings Analysis

Product Spotlight: Get X-Ray Vision with Detailed Holdings Analysis

If you’re like most advisors today, you likely see a lot of client portfolios composed primarily of mutual funds or ETFs. You probably even manage portfolios like those yourself. Creating a portfolio built on these types of pooled investment vehicles is an efficient...

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