How to set up the Kwanti integration
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.
Kwanti is a prospecting, risk management analytics platform, delivering powerful tools that help financial advisors and portfolio managers optimize their investment strategies.
Kwanti’s platform offers comprehensive analytics, portfolio management, and client reporting capabilities designed to enhance the decision-making process and client engagement.
The information sent to Kwanti includes:
You can set up this integration for your firm by taking the following steps:
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.