by Chris | Jun 14, 2017 | Kwanti Enhancements, Kwanti updates
We are pleased to announce two integration points with Orion: Orion client portfolios and models can be imported and automatically synchronized into Kwanti Single sign-on Kwanti app is available in Orion Connect Read more about this...
by Chris | May 30, 2017 | Kwanti Enhancements, Kwanti updates
The latest release of Portfolio Lab added several commands and options: 1. Asset button to directly access the profile of stocks, funds, ETFs: 2. Previous quarter option (in global settings): 3. Show/Hide date in the PDF report: 4. When searching assets, the results...
by Chris | May 17, 2017 | Kwanti Enhancements, Kwanti updates
We added a portfolio search box. This may be useful if you have many portfolios. The search box can also be used whenever privacy is needed (to hide your client names when doing a presentation). For privacy, simply click Hide List as shown below: The portfolio search...
by Chris | Jan 25, 2017 | Kwanti Enhancements, Kwanti updates
Drill-down the source of portfolio return: Best/worst performers Contributions to portfolio return From the Performance tab, click on the magnifier icon next to the portfolio return, as shown below: The position return analysis is available for both model and client...
by Chris | Jan 18, 2017 | Kwanti Enhancements, Kwanti updates
Two-step authentication provides increased security for your Kwanti account. This additional security is optional and you can enable it in your Account security settings. When enabled, you sign-in to Kwanti in two steps: You enter your username and password If valid,...
by Chris | Jan 17, 2017 | Kwanti Enhancements, Kwanti updates
Our index lineup now includes 100 of the most useful Morningstar indexes: Style indexes such as US Value/Growth; US Large/Mid/Small cap Sector indexes such as Real Estate, Financials, Energy… International indexes: Global Markets, Asia, Europe, Emerging markets...
