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. Orion's single sign-on appears:
- 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 imported, its changes are synchronized every night from Orion to Kwanti.
Kwanti App in Orion Connect
Using Orion Connect, you can launch Kwanti from Orion without having to re-enter your Kwanti username and password every time.
- Navigate to Orion Connect dashboard
- Click on Kwanti, as shown below in the green circle:
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.