by Chris | Jun 22, 2020 | Kwanti updates
Did you know that you can access a robust selection of institutional-quality model portfolios right from within Kwanti? Today, we’re excited to announce that we’ve added WisdomTree to our model marketplace. WisdomTree model portfolios are completely free to advisors...
by Chris | May 5, 2020 | Kwanti updates
Every year, the wealthtech industry waits with anticipation for the updated version of the T3 & Inside Information Advisor Software Survey. Researched, compiled, and written by industry titans Joel Bruckenstein and Bob Veres, the Software Survey gives a look at...
by Chris | Apr 22, 2020 | Kwanti Enhancements, Kwanti updates
We’re always looking for ways to improve and enhance the Kwanti platform. One of the ways is through integrations with other best-in-class advisor technology platforms. One of our most powerful integrations is coming to you in the april 2020 product update. We’re...
by Chris | Dec 5, 2019 | Kwanti Enhancements, Kwanti updates
The maximum history window for performance has been extended from 20 years to 25 years. This ensures that you can illustrate the late 90’s bull market and subsequent 2000 bear market. In a future release, we plan to further extend the window to 30 years of...
by Chris | Oct 25, 2019 | Kwanti Enhancements, Kwanti updates
Create a blend of individual models with a weight assigned to each component model. For example, a blend of sleeves for different asset classes: We designed this feature for maximum flexibility. You may: Blend models created within Kwanti, or models imported from our...
by Chris | Oct 24, 2019 | Kwanti Enhancements, Kwanti updates
When using specific dates for performance display, avoid repeating manual entry of these dates by using the favorites list. To add/remove dates in the favorites list, make sure that Date is selected, then click on the down arrow at the right of the...
