Pershing / Kwanti integration

  • Analyze your Pershing client accounts in Kwanti
  • Drilldown to allocations, expenses

How it works

Select portfolios from Pershing 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.

Pershing and Kwanti are separate, unaffiliated companies and they are not responsible for each other's services and products.

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