Blog Articles

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...

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...

How Kwanti Ranked in the 2020 T3 Advisor Software Survey

How Kwanti Ranked in the 2020 T3 Advisor Software Survey

Every year, the wealthtech industry waits with anticipation for the updated version of the T3 & Inside Information Advisor Software Survey.  Researched, compiled, and written by industry titans Joel Bruckenstein and Bob Veres, the Software Survey gives a look at...

How to Win More Business with Kwanti Analytics

How to Win More Business with Kwanti Analytics

What techniques do you use in your sales process to prove to a prospective client that you’re the right advisor for them? You may walk them through your financial planning process, your investment philosophy, and show them your model portfolios if you have them. All...

Kwanti and Addepar Integration

Kwanti and Addepar Integration

We’re always looking for ways to improve and enhance the Kwanti platform. One of the ways is through integrations with other best-in-class advisor technology platforms. One of our most powerful integrations is coming to you in the april 2020 product update. We’re...

How to Talk to Your Clients About Fund Fees

How to Talk to Your Clients About Fund Fees

Comparing prices is as American as homemade apple pie.  When people go to a physical store, they don’t just buy what they see on the shelves; they pull out a smartphone and compare the store’s price against what Amazon or a number of other online-only retailers offer....

How to Talk to Your Clients About Weathering the Storm

How to Talk to Your Clients About Weathering the Storm

One of the highest values a financial advisor can offer to clients during turbulent and emotional times is perspective. While a client may see only the value of their portfolio in a given moment, you have the experience and expertise necessary to help them see the...

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