Model Management: Building, Organizing, and Analyzing Models in Kwanti
Whether you run a handful of core strategies or maintain a full model library, keeping everything organized and up to date has a real impact on your workflow.
In this session, Kwanti Product Specialist Matt Wisz II walks through everything involved in managing models in Kwanti — from building and organizing them, to tracking changes over time, to tapping into third-party strategies.
What you'll learn
- Organizing your model library with folder structures that scale as you grow
- Creating models manually, via CSV, or through integration imports
- Recording model history for accurate, apples-to-apples performance analysis
- Building blended models and custom benchmarks
- Browsing the Model Marketplace — third-party strategies from BlackRock, Fidelity, State Street, Wilshire, and WisdomTree
- A first look at the upcoming Model Watchlist feature
Meet the presenter
Matt Wisz II
Product Specialist, Kwanti
Matt is passionate about the intersection of investments and technology. With three years of direct RIA experience, he brings valuable insights into advisor workflows. His experience across financial services and fintech allows him to bridge the gap between data-driven solutions and advisor needs.