Advyzon

Accounts from Advyzon may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Advyzon every time you restart Kwanti.

Activation

To activate this integration: [video]

• Sign in to Advyzon and select Settings->Integration, then API access
• Enter and save your Kwanti username (email)

Usage

Select Import->Advyzon from Kwanti Analytics main screen. To link an account:

1. Select a client from the list of contacts
2. Select one or more of the client's accounts from the list of accounts
3. Click 'Import'

Data synchronization

1. Advyzon to Kwanti:

   The Advyzon models or client portfolios imported into Kwanti are refreshed automatically every time you restart Kwanti.

2. Kwanti to Advyzon:

   You can modify a Advyzon model in Kwanti, but it is not automatically saved back to Advyzon. To save the model back to Advyzon, click Save at the top of the portfolio window.

Creating Advyzon models from Kwanti models

You may have created models in Kwanti that you wish to export to Advyzon. Use the command Edit->Export to Advyzon to create a Advyzon model from a Kwanti model.

Blended models

If using blended models, please note:

• Blended models from Advyzon may be imported into Kwanti. However, you may not edit an imported blend and save it back to Advyzon.
• Blended models created in Kwanti can be exported to Advyzon. However, the resulting Advyzon model will be a flat model (i.e., with no sleeves).

Grouping accounts

If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.