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Need a new SMA analysis tool? Kwanti has you covered

Need a new SMA analysis tool? Kwanti has you covered

You’ve always been able to use Kwanti to analyze the details to find hidden truths in mutual funds, ETFs, stocks, and fixed income holdings, and today we’re expanding your investment world. Starting right now, you can get portfolio analytics on the Separately Managed...

Cybersecurity 101: Top 4 Tips for Financial Advisors

Cybersecurity 101: Top 4 Tips for Financial Advisors

Data breaches are on the rise, especially in the financial services industry. From large organizations like BlackRock to smaller state-registered advisors, everyone is vulnerable.  All RIAs need to establish and follow cybersecurity policies, but as a small...

How to Assess Risk and Stress Test Portfolios

How to Assess Risk and Stress Test Portfolios

It’s not every year that you get to add a new Stress Test model to the list of financial crises to compare portfolios against, but 2020 was that year.  While 2020 might have been a year to forget for many, the economic downturn will be a moment that advisors will...

The Most-Read Kwanti Blogs of 2020

The Most-Read Kwanti Blogs of 2020

From a business planning perspective, the end of the year is always a good time to look back at what worked and what didn’t to chart a better path ahead. This year has been one unlike any other, and we don’t know quite how different life will be in 2021, but one thing...

Integration Spotlight: Folio Institutional

Integration Spotlight: Folio Institutional

Nothing is more important than protecting your time. According to some studies, most advisors don’t spend the majority of their time interacting with clients and prospects.  Wouldn’t it be nice to improve that? One way that we’re helping advisors reclaim their...

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...

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