by Chris | Aug 20, 2013 | Kwanti updates
Portfolio Lab for Android tablets is released and available at no extra charge to Kwanti subscribers. The application can be installed from the Google Play app store. It is optimized for tablets 10″ and higher. Portfolio Lab for Android presents the same user...
by Chris | Jul 1, 2013 | Kwanti updates
Kwanti’s Portfolio Lab, a cloud-computing based portfolio analytics and client acquisition solution, is now integrated with Veo®, TD Ameritrade Institutional’s powerful account management and trading platform. Within Portfolio Lab, advisors can now seamlessly access...
by Chris | Jun 10, 2013 | Kwanti updates
by Christophe Gauthron Reprint from T3 newsletter, June 2013 Cloud based computing and mobile access enabled a new breed of software technology for financial advisors. This article focuses on portfolio analytics and shows how legacy platforms with clunky interfaces...
by Chris | Apr 15, 2013 | Kwanti updates
Mutual funds, closed-end funds and ETFs have a percentage of assets deducted periodically to cover the fund’s expenses. With Portfolio Lab, you can keep track of the overall expense for the portfolio and rank funds by their expense ratio. The overall portfolio...
by Chris | Mar 28, 2013 | Kwanti updates
We are pleased to announce our integration partnership with TradePMR. TradePMR provides Brokerage and Custody services to Registered Investment Advisors (RIAs). Advisors affiliated with TradePMR can link their accounts into Portfolio Lab. A linked portfolio has its...
by Chris | Feb 2, 2013 | Kwanti updates
Kwanti will attend the Technology Tools for Today (T3) conference in Miami, Feb. 11-13. Visit us on the exhibit floor, booth #107 where you can see demos (including preview of upcoming Portfolio Lab’s Android and iPad applications) and discuss Kwanti’s...
