by Chris | Dec 20, 2017 | Kwanti Enhancements, Kwanti updates
The Stress Test view is a popular Kwanti feature. You can customize it to your needs: create historical scenarios (choosing your own dates) select which scenarios are shown This is easily done! Simply click on Add Scenario, as shown here: This customization also...
by Chris | Nov 28, 2017 | Kwanti Enhancements, Kwanti updates
We are pleased to announce that Kwanti has been approved as a Fidelity third-party vendor. Your client accounts at Fidelity can now be linked into Kwanti, eliminating the need to manually import data. [Press release] Portfolio positions from Fidelity are synchronized...
by Chris | Sep 19, 2017 | Kwanti Enhancements, Kwanti updates
Household views were previously available only for portfolios linked from our partners. The functionality has been extended to all client portfolios. You can even mix portfolios from different sources. To group portfolios into a household view: select New->Group...
by Chris | Sep 8, 2017 | Kwanti Enhancements, Kwanti updates
One of Portfolio Lab’s most popular feature just got better! Importing assets with their history is used: for assets not available in Kwanti’s database (for example, non publicly traded assets) to present a proprietary strategy It is now easy to share this...
by Chris | Aug 17, 2017 | Kwanti Enhancements, Kwanti updates
We are pleased to announce our partnership with Riskalyze. Make your client portfolio reviews more efficient and create compelling proposals by using Riskalyze with Kwanti. With this integration, you can: Analyze your Riskalyze client portfolios in Kwanti, using...
by Chris | Jul 20, 2017 | Kwanti Enhancements, Kwanti updates
We are pleased to announce our partnership with Portfolio Pathway. With this integration, data from accounts in Portfolio Pathway is automatically linked and refreshed daily into Kwanti, eliminating the need for manual import. Read more about this...
