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 for you to choose from. </br></br> 1. Share Everything -- With this option, all portfolios and models will be shared between all of the licenses in your account. </br> </br> 2. Share Selectively -- With this option, one of the licenses is marked as 'parent'. The owner of the parent license can designate portfolios or assets to be visible to other ('child' ) licenses. <p> To assign or change the parent license please contact Kwanti customer support. </br></br> *The subsequent sections apply to selective sharing only.

In this section: