by Josh Schwaber | Apr 20, 2026 | Kwanti updates
Kwanti now supports landscape orientation for PDF reports, giving advisors more flexibility in how they present portfolio data. Previously limited to portrait layout, the PDF generator now includes a simple toggle to switch between portrait and landscape before...
by Josh Schwaber | Mar 9, 2026 | Kwanti updates
Kwanti now includes Cash Flow Scenarios, a new feature that lets advisors quickly model how portfolios would have performed under different withdrawal and contribution strategies. Whether you’re planning retirement income, analyzing dollar cost averaging...
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 Impact Marketing 2 | Oct 9, 2025 | Kwanti updates
Kwanti also named a finalist in the ThinkAdvisor 2025 Luminaries Awards For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was...
by Josh Schwaber | Jun 29, 2025 | Kwanti updates
Kwanti has expanded the customization options for PDF report cover pages, giving advisors greater control over branding and presentation. These enhancements build on the existing cover page functionality by adding layout flexibility, color customization, and...
by Josh Schwaber | May 6, 2025 | Kwanti updates
Kwanti now includes fundamental data for Stocks, ETFs, and Mutual Funds, available directly within the Screener and Asset Profile. This enhancement builds on Kwanti’s existing research tools by adding key financial metrics, giving you a more complete view when...
