Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their practice and deliver a high-quality, personalized client experience. Accounts held at Betterment can now be linked into Kwanti, with portfolio data refreshed every day from Betterment to Kwanti.

Automatic Portfolio Synchronization

This new integration offers a frictionless experience to RIAs that want to pair Betterment’s automated, tax-efficient portfolio management, paperless back office, and an intuitive user experience with Kwanti’s powerful suite of portfolio analytics. Advisors now have at their fingertips an end-to-end system that will better showcase their value propositions, while driving workflow efficiencies and increasing capacity, scale, and productivity.

Historical Performance

You have the ability to view actual performance data that is reconciled daily for your Betterment accounts. Both positions and history are transferred – meaning that portfolio performance takes into account transactions and cash flows.

Account and transactions history starts from the date you activate the Betterment/Kwanti link and accumulates onward. We are planning an enhancement to retrieve history prior to the integration activation date.

How are returns calculated?

Returns are calculated using TWR (Time-Weighted Return) method and are net of fees (this assumes that fees are transacted from the account – you can verify this is the case by selecting the Performance->Log tab in the application).

Activate and Import

To activate the feed, please contact Betterment at support@bettermentforadvisors.com and ask for the feed to be activated.

View more details in our documentation.