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 happens to TD Ameritrade portfolios when the merger with Schwab takes place?
• What are the supported devices ?

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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 ?

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Data

• What are Kwanti's data sources ?
• What are the investments covered ?
• How to access SMA data ?
• Does Kwanti cover European, Canadian stocks ?
• At what time of the day are the prices updated ?
• How often is the fund allocation data updated ?

Security

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

Best Practices

• Part 1: Master your models
• Part 2: Prospecting with Kwanti
• Part 3: Enhance Client Communication

How do I ...

• How do I delete multiple portfolios at once?
• 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 ?

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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
• Why do the value chart numbers differ from the portfolio?

Compliance

• Broker/dealer PDF requirements
• Are the reports compliant ?
• Updates to the Performance page