Kwanti provides two integration points with Orion:
- Orion client portfolios and models may be automatically imported into Kwanti
- Single sign-on Kwanti app is available in Orion Connect
Activate the integration
Before using the Import functionality, please activate the Kwanti/Orion integration:
- Access https://app.kwanti.com/integration/orion and click Activate
- Enter your Orion credentials
This activation only needs to be done once.
Import Orion portfolios and models
- In Portfolio Lab start screen, select Import->Orion
- Select which type of data (client portfolio or model) you want to retrieve, and use the search box to find the portfolio or model to import:
- Select the portfolio or model to import. The portfolio can now be analyzed in Kwanti.
Once a portfolio is linked, its changes are synchronized every night from Orion to Kwanti.
Kwanti App in Orion Connect
You can launch Kwanti from Orion Connect, without having to re-enter your Kwanti username and password every time.
- Navigate to Orion Connect dashboard
- Click on Kwanti
The first time you use the Kwanti App in Orion, you will be prompted for your Kwanti credentials. This authentication only needs to be done once.