General

• What can I do with Kwanti Analytics ?
• How are Kwanti Analytics different ?
• Does Kwanti integrate with other systems ?
• Does the trial version have all the features enabled ?
• What are the supported devices ?
• Are the reports compliant ?

See all 7 articles

Subscription

• What is the price ?
• How can I subscribe ?
• Can I cancel my subscription ?
• Can advisors share a subscription ?
• Are discounts available ?
• How do I update my credit card ?

See all 7 articles

Data

• What are Kwanti's data sources ?
• What are the investments covered ?
• Does Kwanti cover European, Canadian stocks ?
• At what time of the day are the prices updated ?

Security

• What are Kwanti's security policies ?
• What can I do to protect my account and client data ?
• What is two-step authentication ?

How do I ...

• How do I change/update my address on PDF reports?
• How do I change the appearance (font size, colors) ?
• How do I generate a report and performance as of last month / quarter ?
• How do I create a blended benchmark ?
• How do I specify money market fund positions ?
• How do I enter CD / fixed rate investments ?

See all 10 articles

Performance

• How are returns calculated ?
• How are dividends handled ?
• Are mutual fund expenses included in the returns ?
• What happens if a security has insufficient history ?
• Simulating shares vs. weights