Kwanti has released a new feature to provide greater visibility into household-level PDF reports: the Summary Page. This enhancement provides Advisors a structured and detailed breakdown of each account within a Group portfolio, enabling more precise and efficient client reporting.
Key Features
- Account Breakdown – Each account within the Group portfolio is listed separately, providing a comprehensive overview of the portfolio composition.
- Position-Level Detail – By selecting ‘Account Detail’ on the Positions page, advisors can view individual positions categorized by account, offering a granular look at asset allocation.
What is the Summary Page?
The Summary Page is a new section within the PDF report that presents a consolidated view of portfolios grouped together. When generating a report for a Group portfolio, this page displays a breakdown of each individual account along with a total view of the entire Group.
Key Metrics Displayed
Each portfolio within the Group is shown with:
- Expense – Weighted expense percentage for each account in the Group
- Yield – Projected income yield for each account in the Group
- Weight (%) – The proportional weight of each account relative to the Group
- Value ($) – The dollar amount of each account with a total value at the bottom for the Group
Deeper Account-Level Insights
In addition to the high-level Group Summary, users can now dive deeper into individual account data using the ‘Account Detail’ option on the Positions page. When this option is selected:
- Positions are organized by account
- Advisors can analyze Weight (%), Value ($), and Shares for each position within each account
This increased transparency empowers advisors to demonstrate the allocation and composition of complex portfolios.
Benefits for Advisors
- Clear Communication – Simplify explanations of multi-account relationships
- Streamlined Analysis – Analyze the proportional contribution of each account to overall allocation
- Enhanced Reporting – Deliver well-structured, professional reports that clients can easily comprehend
How to Access These Features
The new Summary Page is now available within the PDF editor for any portfolios. Simply select the Summary page option from the Add Content menu.
The Account Detail option is available for any Group or Blend portfolio by checking the Account Details box on the Positions page.
Both features are available to all Kwanti users. The Summary Page is particularly valuable when presenting household-level relationships and explaining how multiple accounts work together in a portfolio strategy. The Account Detail option provides the granular position-level transparency needed when reviewing specific allocations within each account.
Leverage the Summary Page today to strengthen client communication, improve portfolio transparency, and deliver more comprehensive reporting.