by Josh Schwaber | Jan 6, 2026 | Kwanti Enhancements, Kwanti updates
Kwanti now includes Watchlist, a new feature designed to help advisors efficiently monitor and track securities with customizable views and automated price alerts. This enhancement provides a dedicated space to keep tabs on potential investments, client holdings, and...
by Josh Schwaber | Nov 7, 2023 | Kwanti Enhancements, Kwanti updates
This feature is available to all users and allows for greater flexibility and customization in generating PDF reports. In this blog post, we will walk you through the different uses of the Custom Text page and how to add it to your PDF reports. Various Uses of the...
by Chris | Feb 25, 2021 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Jun 16, 2020 | Kwanti Enhancements
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...
by Chris | Apr 22, 2020 | Kwanti Enhancements, Kwanti updates
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...
by Chris | Dec 5, 2019 | Kwanti Enhancements, Kwanti updates
The maximum history window for performance has been extended from 20 years to 25 years. This ensures that you can illustrate the late 90’s bull market and subsequent 2000 bear market. In a future release, we plan to further extend the window to 30 years of...
