Advyzon / Kwanti
Integration
Overview
Analyze your portfolios from Advyzon with:
– Detailed asset allocation
– Risk and performance metrics
– Comparison to models
– Detailed asset allocation
– Risk and performance metrics
– Comparison to models
* Advyzon and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products.
How it Works
Select the portfolios or accounts from the Advyzon platform to be linked into Kwanti. Once linked, the position data is updated automatically in Kwanti.
Benefits
The automatic feed eliminates manual entry or import. It reduces the risk of errors and allows instant access to Kwanti Analytics.
Want to
Learn More?
Get in touch with our top of the line customer support team