xPDF is a game-changing feature designed to streamline portfolio analysis for prospects. With xPDF, you can easily upload PDF statements directly into Kwanti, and our system automatically extracts position details and creates portfolios for you.

Eliminate manual entry with xPDF

Say goodbye to the time and effort spent manually entering position details from PDF statements. This process is not only time-consuming but also prone to errors. With xPDF, simply upload a prospect’s account statement in PDF format, and Kwanti takes care of the rest. This frees up your time to focus on the high-impact work of analyzing the portfolio and identifying areas where you can add value. Leverage Kwanti’s proposal generation tool to demonstrate exactly how you would improve the prospect’s portfolio.

Try xPDF Today

The cost of xPDF is $75/month per advisor on a monthly plan, and $810/year per advisor on yearly plan (10% discount).

Simply log in to Kwanti.com, navigate to the import menu, and select PDF.

Experience the efficiency and accuracy of xPDF today and enhance your portfolio analysis process. For more details, visit our support page.