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 ?
• Can I use Kwanti for performance reporting ?

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 ?
• 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 security best practices should I follow ?
• What is two-step authentication ?

Best Practices

• Should I convert a Folder to a Client?
• 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 ?

See all 12 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

Compliance

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