Client – Kwanti Support

A Client in Kwanti is designed to help advisors better organize their clients' or prospects’ 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.

Creating a client

In the All Portfolios view, click New.
Select Client and enter a name for the client.

New dialog in Kwanti’s Portfolio Analytics, with the Client option highlighted for creating a container for a client’s portfolios and risk questionnaires.

Converting a folder to a client

If you set up folders to act as client folders, you can convert them to Clients.

Open the folder you want to convert.
Click the pencil icon.
Select Convert to client folder.

Clicking the pencil icon next to a folder name in Kwanti opens a menu where you can choose Convert to client folder to turn the folder into a client.

Note: You can learn more about if you should convert a Folder to a Client here.

Setting a client's risk profile

Open the client and click the Risk tab to view the client’s risk information.

To assess the client’s risk tolerance, click New Questionnaire. See Creating questionnaires for templates, sending to multiple recipients, and how scores are calculated.
To enter a score from a questionnaire completed outside Kwanti, use the Advisor adjusted value field.

Note: You can also use the Advisor adjusted value field to manually override a score from a Kwanti questionnaire.

A client’s Risk tab in Kwanti, with two options highlighted: the Assign Score link for entering a risk score manually and the New Questionnaire button for starting a client questionnaire.

Hiding other client names

To blur other client names while you work in a client, turn on Privacy Mode. See Privacy Mode for details.