by Chris | Jan 22, 2021 | Kwanti updates
It’s not every year that you get to add a new Stress Test model to the list of financial crises to compare portfolios against, but 2020 was that year. While 2020 might have been a year to forget for many, the economic downturn will be a moment that advisors will...
by Chris | Dec 31, 2020 | Kwanti updates
From a business planning perspective, the end of the year is always a good time to look back at what worked and what didn’t to chart a better path ahead. This year has been one unlike any other, and we don’t know quite how different life will be in 2021, but one thing...
by Chris | Dec 4, 2020 | Kwanti updates
Nothing is more important than protecting your time. According to some studies, most advisors don’t spend the majority of their time interacting with clients and prospects. Wouldn’t it be nice to improve that? One way that we’re helping advisors reclaim their...
by Chris | Nov 11, 2020 | Kwanti updates
Managing investment portfolios is both an art and a science. To make smart, efficient portfolio decisions, you need access to robust data and tools to help uncover relevant insights and trends. And to build positive client experiences, you need access to reporting...
by Chris | Oct 23, 2020 | Kwanti updates
Do your clients really understand their investments? If you use model portfolios, your client knows that they’re invested in your Global Multi-Asset model, but the investment education shouldn’t stop there. In a recent survey, investors ranked two concerns at the top...
by Chris | Sep 7, 2020 | Kwanti updates
Now available! Use folders to organize your work. For example, create a folder for model portfolios and folders for clients and prospects: To create a folder, click: New -> Folder Learn more about folders (includes video tutorial)
