General

• What can I do with Portfolio Lab ?
• How is Portfolio Lab different ?
• Does Kwanti integrate with other systems ?
• Does the trial version have all the features enabled ?
• Are tablets (iPad, Android) supported ?
• Are the reports compliant ?

Subscription

• What is the price ?
• How can I subscribe ?
• Can I cancel my subscription ?
• Can advisors share a subscription ?
• Are discounts available ?
• How many portfolios can I enter ?

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

• Is Kwanti secure ?
• What can I do to protect my account and client data ?
• What is two-step authentication ?

How do I ...

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

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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 ?