Folio Institutional / Kwanti integration

  • Analyze your Folio Institutional client portfolios in Kwanti
  • Drilldown to allocations, expenses, hypotheticals

How it works

Select portfolios from Folio Institutional to be linked into Kwanti. Once linked, the position data is updated daily in Kwanti.

Benefits

The automatic feed eliminates manual entry or import. It reduces the risk of errors and allows instant access to Kwanti Analytics.

Folio Institutional and Kwanti are separate, unaffiliated companies and they are not responsible for each other's services and products.

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