Overview
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:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Kwanti from the list and click Connect to Kwanti.
- You will see confirmation that the integration has been enabled. Client data will be sent to Kwanti within one business day.
Additional resources
