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...
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...
