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...

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...

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...

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 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...

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:

Kwanti, a leading provider of portfolio analytics technology for financial advisors, announced today that it has added model portfolios from Fidelity Investments and WisdomTree to the Kwanti Model Marketplace. Models from both providers are available directly in...

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...

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:

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...