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.
Note: Only the latest portfolio positions are transferred. The portfolio history (transactions) is not transferred. In the performance section, Kwanti will show results based on the hypothetical you choose in the Simulation drop down.
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:
- Select a client from the list of contacts
- Select one or more of the client's accounts from the list of accounts
- Click 'Import'
Data transferred
- Positions
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.