by Chris | Sep 7, 2014 | Kwanti updates
“Three visual analytics to educate clients about risk in a bull market” is our latest article as published in Financial Advisor Magazine. In the face of a relentless bull market in equities, advisors have the difficult task to justify balanced allocations...
by Chris | Aug 1, 2014 | Kwanti updates
This summer, several enhancements were unveiled for Portfolio Lab PDF reports. Earlier we reported that you can now upload your logo into the reports. The second enhancement is to keep track of the customization made on each portfolio report. Whether you add or remove...
by Chris | Jul 1, 2014 | Kwanti updates
Kwanti’s default asset allocation view is based on data licensed from Morningstar Institutional, to present a detailed asset allocation of the portfolio based on a 13 asset classes breakdown (5 for stocks + 5 for bonds + commodity + cash + other). Following a...
by Chris | Jun 9, 2014 | Kwanti updates
Show your logo in the PDF reports produced by Portfolio Lab! With the recently added point-and-click upload, in complement to the client/firm customizations, you can now brand your reports in the blink of an eye. For best results, upload a big size image (at least 400...
by Chris | Apr 11, 2014 | Kwanti updates
You may have heard about the Heartbleed vulnerability affecting many web sites and possibly exposing private information. We have thoroughly reviewed Kwanti’s code and servers. We do not use (and have never used) the versions of openSSL that are susceptible to...
by Chris | Jan 24, 2014 | Kwanti updates
If your portfolio contains an asset with short history, you can still backtest the portfolio for extended periods of time by using backfills. Based on feedback from advisors, the latest release of Portfolio Lab adds enhancements to this functionality. Choose any asset...
