by Chris | Oct 5, 2021 | Kwanti updates
Often, the value a financial advisor provides centers on financial planning. Investors consult with advisors to help set goals, get a sounding board for financial decisions, and ultimately, help them keep everything on track. And in the interest of increasing...
by Chris | Sep 27, 2021 | Kwanti updates
Do you have a favorite set of benchmarks to compare your model portfolios against? They can be used by both advisors and investors to set clear goals, manage expectations and address the level of risk that should be taken. However, choosing the appropriate benchmarks...
by Chris | Sep 20, 2021 | Kwanti updates
With so much to do every day, it can be hard to find the time necessary to stay connected with clients and keep an advisory business growing. The uptick in firms providing outsourced asset management services is just one example of how entire industries have...
by Chris | Apr 6, 2021 | Kwanti updates
The start of a new year brings one of the most anticipated events in wealth management technology—the release of the Technology Tools for Today/Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected...
by Chris | Feb 25, 2021 | Kwanti Enhancements, Kwanti updates
You’ve always been able to use Kwanti to analyze the details to find hidden truths in mutual funds, ETFs, stocks, and fixed income holdings, and today we’re expanding your investment world. Starting right now, you can get portfolio analytics on the Separately Managed...
by Chris | Feb 17, 2021 | Kwanti updates
Data breaches are on the rise, especially in the financial services industry. From large organizations like BlackRock to smaller state-registered advisors, everyone is vulnerable. All RIAs need to establish and follow cybersecurity policies, but as a small...
