A Client in Kwanti is designed to help advisors better organize their clients' data. Within a Client, advisors can create and store both current and proposed portfolios, as well as establish a risk profile that can be used for comparisons in portfolios and investment policy statements.
Within a Client, click the Risk tab to open the client's risk information. Advisors can generate a new Risk Questionnaire from this section to assess the client's risk tolerance.
If you use a Risk Questionnaire from outside of Kwanti and want to enter a Score, use the "Advisor adjusted value" field. This field can also be used to override a score from a questionnaire manually.
You can view more details on Risk Questionnaires here.
By organizing clients in this way, advisors can efficiently manage and analyze their clients' investment strategies and risk profiles.
Create a Client:
1. In the All Portfolios view, click the 'New' button.
2. Select 'Client' and provide a name for the new client.
Convert Folder to a Client
If you have previously set up folders to act as client folders, you can now convert these to the new Client object. To do this:
1. Open the folder you want to convert.
2. Click the pencil icon.
3. Select "Convert to client folder."
You can learn more about if you should convert a Folder to a Client here.