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, specifically Collective Investment Trusts (CITs).

Collective Investment Trusts (CITs) are becoming an increasingly popular investment option among institutional investors and retirement plan sponsors. CITs are similar to mutual funds, but they are only available to qualified retirement plans, such as 401(k) and pension plans. The issue is that many platforms, including Kwanti, didn’t have data for these types of assets.

Fortunately, Kwanti has solved this problem by providing CIT data to its users. This is a significant development that will benefit both advisors and their clients. By having access to CIT data, advisors can provide more accurate and comprehensive investment advice, while clients can have a better understanding of their retirement account holdings and how they contribute to their overall investment strategy.

Access CIT Data

CIT data is now available to all users. To access CIT data in Kwanti, add a position to a portfolio and type a ‘?’ to bring up the Asset Finder. You will notice a new CIT column that allows you to search for any CIT by name and add them to your portfolios for analysis.