Sharing data


If your firm has a multiple-license agreement with Kwanti, a mechanism is provided to share portfolios and asset data. <p> There are two options to choose from: <ol> <li>Share Everything -- With this option, all portfolios and models will be shared between all of the licenses in your account.</li> <li>Share Selectively -- With this option, any of the licenses that you designate will have the ability to share portfolios or assets to be visible to other licenses.</li> </ol> <p> To assign or change the sharing structure for your firms licenses, please contact Kwanti customer support.</br></br> *The subsequent sections apply to selective sharing only.

In this section: