Pershing / Kwanti
– Drilldown to allocations, expenses
* Pershing and Kwanti are separate, unaffiliated companies and they are not responsible for each other’s services and products.
How it Works
Select portfolios from Pershing to be linked into Kwanti. Once linked, the position data is updated daily in Kwanti.
The automatic feed eliminates manual entry or import. It reduces the risk of errors and allows instant access to Kwanti analytics.