Using this integration, portfolios/accounts in Addepar can be automatically synchronized into Kwanti. Only the portfolios latest positions are transferred; history and performance are not transferred.
Activating the integration
- Sign in to Kwanti, click on Integrations->Addepar, then Activate
- Enter your Addepar credentials
- Authorize Kwanti to access the portfolio scope
If you wish later to deactivate the integration, sign in to Addepar->Firm Administration, select Third party then Revoke.
Selecting a Portfolio or Account
Click Import->Addepar to access and search the client list as shown below. In a matter of minutes you’ll be performing deep analytical reviews of all the clients you serve and keep in Addepar!
You can always find the portfolios syncing from Addepar on your main Kwanti Analytics screen. Each account will be represented by an Addepar logo in the “Type” column.