Sharing portfolios

You can share portfolios and models with other advisors in your firm so they appear in their portfolio list. Portfolios that another advisor shares with you update automatically when the owner makes changes.

Sharing eligibility

• Your license must be set up with the ability to share. To turn this on, contact support@kwanti.com.
• Sharing is available only on firm accounts with multiple licenses.
• Portfolios linked from integration partners cannot be shared with other advisors.

Sharing a portfolio

To share a portfolio or model:

1. In the portfolio list, find the portfolio or model you want to share.
2. Check the box in the Shared column to the right of it.

Note: If the portfolio is in a folder, the folder structure is shared with it.

For a description of each column in the list, see Portfolio list view.

Portfolios shared with you

Your portfolio list can include portfolios shared by another advisor. For example, an advisor or analyst who builds model portfolios for your firm can share them so they are available to you automatically.

Shared portfolios appear in a 'Shared by ...' folder in your portfolio list.

When a portfolio is shared with you

• It updates automatically when the owner makes changes to it.
• You can make changes to it, but you cannot save them.
• You cannot change the 'Shared by ...' folder name.