Blog
Latest from Kwanti
Product updates, advisor insights, and industry news.
Apr 20, 2026
Landscape Mode for PDF Reports
Kwanti now supports landscape orientation for PDF reports, giving advisors more flexibility in how they present portfolio data. Previously limited to portrait layout, the PDF generator now includes a simple toggle to switch between portrait and landscape before generating a report. When to Use La...
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Mar 9, 2026
Cash Flow Scenarios: Analyze Withdrawal and Contribution Strategies
Kwanti now includes Cash Flow Scenarios, a new feature that lets advisors quickly model how portfolios would have performed under different withdrawal and contribution strategies. Whether you’re planning retirement income, analyzing dollar cost averaging approaches, or stress-testing portfolio su...
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Jan 6, 2026
Watchlist: Streamlined Security Monitoring
Kwanti now includes Watchlist, a new feature designed to help advisors efficiently monitor and track securities with customizable views and automated price alerts. This enhancement provides a dedicated space to keep tabs on potential investments, client holdings, and market opportunities, all wit...
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Oct 9, 2025
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics for Second Consecutive Year
Kwanti also named a finalist in the ThinkAdvisor 2025 Luminaries Awards For the second year in a row, Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the ‘Portf...
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Jun 29, 2025
Enhanced Cover Page Customization for PDF Reports
Kwanti has expanded the customization options for PDF report cover pages, giving advisors greater control over branding and presentation. These enhancements build on the existing cover page functionality by adding layout flexibility, color customization, and background image options. What’s New P...
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May 6, 2025
Fundamental & Valuation Analysis
Kwanti now includes fundamental data for Stocks, ETFs, and Mutual Funds, available directly within the Screener and Asset Profile. This enhancement builds on Kwanti’s existing research tools by adding key financial metrics, giving you a more complete view when evaluating investment opportunities...
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Apr 15, 2025
PDF Report: Household Summary
Kwanti has released a new feature to provide greater visibility into household-level PDF reports: the Summary Page. This enhancement provides Advisors a structured and detailed breakdown of each account within a Group portfolio, enabling more precise and efficient client reporting. Key Features W...
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Apr 7, 2025
BlackRock Allocation Tax-Aware ETF models added to Model Marketplace
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Allocation Tax-Aware ETF models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts over 100 diverse models from top providers, including...
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Mar 19, 2025
Kwanti Earns High Ratings in 2025 T3 Advisor Software Survey
Kwanti recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating i...
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Nov 6, 2024
PDF Statement Extraction
xPDF is a game-changing feature designed to streamline portfolio analysis for prospects. With xPDF, you can easily upload PDF statements directly into Kwanti, and our system automatically extracts position details and creates portfolios for you. Eliminate manual entry with xPDF Say goodbye to the...
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Sep 12, 2024
New Feature – Risk Profiling
We are releasing a new set of features (at no extra cost) designed to enhance the way financial advisors manage prospect/client risk—Kwanti’s Risk Profiling Tool. This powerful addition enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores...
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Aug 30, 2024
New WisdomTree models added to Model Marketplace
We are expanding our Model Marketplace with 5 new models from a leading model provider, WisdomTree. These 5 new WisdomTree models are available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts 105 diverse models from top providers, including BlackRock, State Street, WisdomTr...
Read post → Jul 30, 2024
BlackRock Global Allocation Selects models added to Model Marketplace
We are expanding our Model Marketplace with 11 new models from a leading model provider, BlackRock. The BlackRock Global Allocation models are now live and available in Kwanti. With these additions, Kwanti’s Model Marketplace now boasts 100 diverse models from top providers, including BlackRock,...
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Jun 25, 2024
Kwanti Introduces New Integration with Betterment
Kwanti is proud to introduce a new integration with Betterment for Advisors, a future forward, end-to-end custodian, with cutting-edge technology that can help advisors scale their practice and deliver a high-quality, personalized client experience. Accounts held at Betterment can now be linked i...
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Mar 18, 2024
Enhanced Integration with Advyzon
We’re excited to unveil an enhancement to our existing integration with Advyzon that will streamline your workflow and elevate your analytical capabilities. Building upon our existing integration, we are delighted to introduce the ability to import models from Advyzon into Kwanti. Until now, advi...
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Dec 18, 2023
CIT data now available in Kwanti
Kwanti is a powerful investment analytics platform that has become a popular choice among advisors due to its ease of use and flexibility. However, one issue that many advisors faced was the inability to properly analyze the assets held in retirement accounts, specifically Collective Investment T...
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Dec 7, 2023
New Target Risk Indexes Available
Kwanti has expanded its list of available indexes by adding The Morningstar Target Risk Index family. This collection includes: Asset allocation funds have unique properties that distinguish them from single asset-class index funds. Due to these properties, evaluating and benchmarking a target ri...
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Nov 7, 2023
Custom Text Page in PDF
This feature is available to all users and allows for greater flexibility and customization in generating PDF reports. In this blog post, we will walk you through the different uses of the Custom Text page and how to add it to your PDF reports. Various Uses of the Custom Text Page: The Custom Tex...
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Sep 26, 2023
Kwanti Introduces New Integration with Altruist
Kwanti is proud to introduce a new integration with Altruist, a modern custodian built exclusively for RIAs that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. Accounts held at Altruist can no...
Read post →Aug 7, 2023
Identify Hidden Portfolio Expenses with Kwanti’s Tax Drag Analysis
Now available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models, and we are constantly looking for ways we can add more useful tools for users, as well as make enhancements to existing features. Introducing our latest...
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Jun 16, 2023
Editing a Model Portfolio History
Now available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models, and we are constantly looking for ways we can add more useful tools for users. Introducing our latest feature: editing Model History within the applicat...
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Dec 9, 2022
Discover best performing assets with Kwanti Screener
Available to all subscribers at no extra cost Kwanti has always been powerful when it comes to deep analytics of your portfolios and models. We are constantly looking for ways we can add more useful tools for you. Introducing the Screener. Hundreds of thousands of securities and their data points...
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Jul 11, 2022
Fidelity/Kwanti integration update
The Fidelity/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Fidelity accounts actual performance. To view your Fidelity accounts and their history, select Import->Fidelity in the Kwanti appli...
Read post → May 31, 2022
The 2022 T3 Advisor Software Survey Results Are In
Every year, the FinTech and WealthTech industries look forward to the updated version of the T3 & Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected and referenced attempts to quantify what technology advisors are using, what...
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Apr 6, 2022
How Advisors Can Blend Models for Better Investment Outcomes
Today’s investors expect a lot from their financial advisors. From client-facing duties to back-office work, there’s no shortage of tasks for an advisor to keep up with, on any given day. So how can an advisor ensure they are giving the best possible advice to their clients while also working to...
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Mar 8, 2022
Kwanti Ranks High Among Top Investment Data & Analytics Providers in 2021 Kitces Report
Michael Kitces has long been known in the financial advisor space for his unmatched dedication to, knowledge of, and experience in the financial services industry. Lucky for us, he and his team periodically perform independent market research and compile valuable information in The Kitces Report...
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Feb 14, 2022
Kwanti’s Model Marketplace Adds State Street to Improve Advisor Outcomes
As an RIA, you know all too well that your business relies on your ability to deliver top-quality advice to your clients. Better advice leads to better outcomes and better outcomes lead to more business. But as business demands grow, it can be difficult to scale your top-quality services without...
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Nov 16, 2021
Managing fixed index annuities in Kwanti
Are you one of the nearly 70% of RIA firms considering adding annuities to your clients’ portfolios in the near future? That high of a number might come as a shock if not. One of the largest RIAs in the country, Fisher Investments, built an entire career out of the phrase “I hate annuities.” But...
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Oct 25, 2021
Raymond James and Kwanti Integration: What You Need to Know
RIA firms looking to grow their business don’t always have the luxury of adding more staff members to handle the administrative or operational tasks that can consume an investment advisor’s time. Instead, they have to achieve efficiency in other ways. One of the most effective ways to scale up y...
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Oct 8, 2021
Schwab/Kwanti integration update
The Schwab/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Schwab accounts actual performance. To view your Schwab accounts and their history, select Import->Schwab in the Kwanti application....
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Oct 5, 2021
Financial Planning is King, but Investment Selection is still Essential
Often, the value a financial advisor provides centers on financial planning. Investors consult with advisors to help set goals, get a sounding board for financial decisions, and ultimately, help them keep everything on track. And in the interest of increasing their value proposition, the next ge...
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Sep 27, 2021
How to Simplify Benchmarking
Do you have a favorite set of benchmarks to compare your model portfolios against? They can be used by both advisors and investors to set clear goals, manage expectations and address the level of risk that should be taken. However, choosing the appropriate benchmarks for your portfolio isn’t alw...
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Sep 20, 2021
One-click Model Updates in Kwanti
With so much to do every day, it can be hard to find the time necessary to stay connected with clients and keep an advisory business growing. The uptick in firms providing outsourced asset management services is just one example of how entire industries have grown around the desire of advisors t...
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Apr 6, 2021
The results are in—here’s our T3 Advisor Software Survey recap
The start of a new year brings one of the most anticipated events in wealth management technology—the release of the Technology Tools for Today/Inside Information Advisor Software Survey. If you’re not familiar with the Survey, it’s one of the most widely respected and referenced attempts to quan...
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Feb 25, 2021
Need a new SMA analysis tool? Kwanti has you covered
You’ve always been able to use Kwanti to analyze the details to find hidden truths in mutual funds, ETFs, stocks, and fixed income holdings, and today we’re expanding your investment world. Starting right now, you can get portfolio analytics on the Separately Managed Accounts (SMAs) your firm use...
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Feb 17, 2021
Cybersecurity 101: Top 4 Tips for Financial Advisors
Data breaches are on the rise, especially in the financial services industry. From large organizations like BlackRock to smaller state-registered advisors, everyone is vulnerable. All RIAs need to establish and follow cybersecurity policies, but as a small business you likely don’t have a dedica...
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Jan 22, 2021
How to Assess Risk and Stress Test Portfolios
It’s not every year that you get to add a new Stress Test model to the list of financial crises to compare portfolios against, but 2020 was that year. While 2020 might have been a year to forget for many, the economic downturn will be a moment that advisors will want to remember from a risk asse...
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Dec 31, 2020
The Most-Read Kwanti Blogs of 2020
From a business planning perspective, the end of the year is always a good time to look back at what worked and what didn’t to chart a better path ahead. This year has been one unlike any other, and we don’t know quite how different life will be in 2021, but one thing we do know is that advisors...
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Dec 4, 2020
Integration Spotlight: Folio Institutional
Nothing is more important than protecting your time. According to some studies, most advisors don’t spend the majority of their time interacting with clients and prospects. Wouldn’t it be nice to improve that? One way that we’re helping advisors reclaim their time is by integrating with the weal...
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Nov 11, 2020
Integration Spotlight: Kwanti and Orion Advisor Tech
Managing investment portfolios is both an art and a science. To make smart, efficient portfolio decisions, you need access to robust data and tools to help uncover relevant insights and trends. And to build positive client experiences, you need access to reporting that helps turn that data into...
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Oct 23, 2020
How to Use Income Analysis Tools in Kwanti
Do your clients really understand their investments? If you use model portfolios, your client knows that they’re invested in your Global Multi-Asset model, but the investment education shouldn’t stop there. In a recent survey, investors ranked two concerns at the top of their list of what they wa...
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Sep 30, 2020
The one thing investors want to talk about more than anything else
The typical 21st-century advisor thought leader in the wealth management business tends to disparage an investments-based approach to client relationships. If you listen to many of the trend-setting speakers, you’ve probably heard some form of the saying “If you live by performance, you’ll die by...
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Sep 7, 2020
Folders
Now available! Use folders to organize your work. For example, create a folder for model portfolios and folders for clients and prospects: To create a folder, click: New -> Folder Learn more about folders (includes video tutorial)
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Sep 7, 2020
Wilshire model portfolios
Wilshire model portfolios are available in Kwanti model marketplace. To access the Wilshire model portfolios, click Import -> Wilshire Wilshire Premier Allocation Conservative Portfolio Wilshire Premier Allocation Moderate Conservative Portfolio Wilshire Premier Allocation Moderate Portfolio Wils...
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Aug 17, 2020
Reorder PDF Pages
You can now reorder the pages on the PDF report to your choosing. To do so, click and drag the arrow next to any page under the Pages section of the menu on the left of the page as shown below:
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Aug 6, 2020
3 Ways to Benefit from Customizing Reports in Kwanti
Most advisors tend to offer similar services to one another, which can create the impression that all advisors are the same. But it’s an accepted fact for anyone who works in financial services that the opposite is actually true—every advisor can be very different in how they approach investing,...
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Jul 27, 2020
Kwanti Adds Fidelity Investments and WisdomTree to Growing Model Marketplace
Kwanti, a leading provider of portfolio analytics technology for financial advisors, announced today that it has added model portfolios from Fidelity Investments and WisdomTree to the Kwanti Model Marketplace. Models from both providers are available directly in Kwanti at no additional cost. The...
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Jul 21, 2020
Integration Spotlight: Kwanti and Black Diamond
Looking for a way to improve the way you perform portfolio analytics for the client accounts you manage with the Black Diamond platform? Our integration makes it simple to load all of the accounts and portfolios you manage in Black Diamond into the Kwanti system so you can start running advanced...
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Jul 10, 2020
PDF Custom Colors
You can now select any color for the PDF report cover page and headings. For example, you can pick a color that matches your firm’s branding and logo. To select a color, click on Color Theme, then Custom as shown below:
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Jun 22, 2020
Marketplace Spotlight: Kwanti and WisdomTree
Did you know that you can access a robust selection of institutional-quality model portfolios right from within Kwanti? Today, we’re excited to announce that we’ve added WisdomTree to our model marketplace. WisdomTree model portfolios are completely free to advisors to use. When you use the Kwant...
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