by Josh Schwaber | Jul 30, 2024 | Kwanti updates
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Global Allocation models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts 100 diverse models from...
by Josh Schwaber | Jun 25, 2024 | Kwanti updates
Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their practice and deliver a high-quality, personalized client experience. Accounts held at...
by Josh Schwaber | Mar 18, 2024 | Kwanti updates
We’re excited to unveil an enhancement to our existing integration with Advyzon that will streamline your workflow and elevate your analytical capabilities. Building upon our existing integration, we are delighted to introduce the ability to import models from...
by Josh Schwaber | Dec 18, 2023 | Kwanti updates
Kwanti is a powerful investment analytics platform that has become a popular choice among advisors due to its ease of use and flexibility. However, one issue that many advisors faced was the inability to properly analyze the assets held in retirement accounts,...
by Josh Schwaber | Dec 7, 2023 | Kwanti updates
Kwanti has expanded its list of available indexes by adding The Morningstar Target Risk Index family. This collection includes: Morningstar Conservative Target Risk Morningstar Moderate Target Risk Morningstar Moderately Conservative Target Risk Morningstar Moderately...
by Josh Schwaber | Nov 7, 2023 | Kwanti Enhancements, Kwanti updates
This feature is available to all users and allows for greater flexibility and customization in generating PDF reports. In this blog post, we will walk you through the different uses of the Custom Text page and how to add it to your PDF reports. Various Uses of the...
