by Chris | Sep 7, 2020 | Kwanti updates
Wilshire model portfolios are available in Kwanti model marketplace. To access the Wilshire model portfolios, click Import -> Wilshire Wilshire Premier Allocation Conservative Portfolio Wilshire Premier Allocation Moderate Conservative Portfolio Wilshire Premier...
by Chris | Aug 17, 2020 | Kwanti updates
You can now reorder the pages on the PDF report to your choosing. To do so, click and drag the arrow next to any page under the Pages section of the menu on the left of the page as shown below:
by Chris | Aug 6, 2020 | Kwanti Tips, Kwanti updates
Most advisors tend to offer similar services to one another, which can create the impression that all advisors are the same. But it’s an accepted fact for anyone who works in financial services that the opposite is actually true—every advisor can be very different in...
by Chris | Jul 27, 2020 | Kwanti updates
Kwanti, a leading provider of portfolio analytics technology for financial advisors, announced today that it has added model portfolios from Fidelity Investments and WisdomTree to the Kwanti Model Marketplace. Models from both providers are available directly in...
by Chris | Jul 21, 2020 | Kwanti updates
Looking for a way to improve the way you perform portfolio analytics for the client accounts you manage with the Black Diamond platform? Our integration makes it simple to load all of the accounts and portfolios you manage in Black Diamond into the Kwanti system so...
by Chris | Jul 10, 2020 | Kwanti updates
You can now select any color for the PDF report cover page and headings. For example, you can pick a color that matches your firm’s branding and logo. To select a color, click on Color Theme, then Custom as shown below:
