Fidelity Wealthscape / Kwanti
Integration
Overview
– Analyze your Fidelity Wealthscape client accounts in Kwanti
– Drilldown to allocations, expenses
– Drilldown to allocations, expenses
* Fidelity and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products.
How it Works
Select portfolios from WealthScape 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.
Want to
Learn More?
Get in touch with our top of the line customer support team