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The Tools You Already Use —
Wired Into Kwanti
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Integrations
Custodians, CRMs, and Portfolio Platforms
Link your existing accounts and positions sync into Kwanti automatically. No manual exports, no uploads.
Addepar / Kwanti Integration
Overview
- Analyze your Addepar client portfolios in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Authorize Kwanti as a third-party application in Addepar, then select the portfolios you want to link. Position data is automatically refreshed each time you launch Kwanti — no manual exports or imports.
Benefits
The automatic feed eliminates manual entry and import errors, giving you instant access to full Kwanti analytics on every Addepar account. Note: positions are transferred; transaction history is not, so performance is shown using Kwanti's simulation strategies.
Addepar and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Advyzon / Kwanti Integration
Overview
- Analyze your Advyzon portfolios and models in Kwanti
- Two-way model sync between Advyzon and Kwanti
How it works
Enable API access in Advyzon and authorize your Kwanti account. Once linked, Advyzon models and client portfolios refresh automatically each time you launch Kwanti. Models can be edited in Kwanti and exported back to Advyzon.
Benefits
Beyond pulling client positions, Advyzon is one of the few integrations that supports model portfolio sync in both directions — build models in Kwanti and push them back to Advyzon, or refine Advyzon models with Kwanti's analytics layer.
Advyzon and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Altruist / Kwanti Integration
Overview
- Analyze your Altruist client accounts in Kwanti
- Full positions and transaction history transferred
- Actual time-weighted performance, not hypothetical
How it works
Authorize Kwanti from your Altruist admin account. Once provisioned, the data feed runs nightly — refreshed every day at 8am EST with the previous close. Both positions and transaction history transfer over.
Benefits
Altruist is one of four custodian integrations where Kwanti shows the actual performance of your portfolios — calculated from real transactions and cash flows rather than a hypothetical simulation. The data is current as of the previous market close every morning, ready for you when you start your day.
Altruist and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Betterment for Advisors / Kwanti Integration
Overview
- Analyze your Betterment for Advisors accounts in Kwanti
- Full positions and transaction history transferred
- Actual time-weighted performance, not hypothetical
How it works
Email Betterment's advisor support team to activate the feed. Once provisioned, position data and transaction history refresh on weekdays at 9am EST with previous close data. The first Rep Code is included free; additional Rep Codes are $100 each.
Benefits
Betterment is one of four custodian integrations where Kwanti shows the actual time-weighted performance of your portfolios using real transaction data. History begins on the activation date — every day forward gives you a more complete performance picture, refreshed automatically each weekday morning.
Betterment for Advisors and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Black Diamond / Kwanti Integration
Overview
- Analyze your SS&C Black Diamond client accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
After activation, select the Black Diamond portfolios or accounts you want to link. Positions refresh automatically each time you launch Kwanti. Multiple accounts can be grouped into a single portfolio for household-level analysis.
Benefits
No more manual data exports from Black Diamond. Every linked account is analysis-ready in Kwanti, with positions kept current automatically. Performance is shown using Kwanti's simulation strategies, since transaction history is not transferred.
Black Diamond and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
BlueLeaf / Kwanti Integration
Overview
- Analyze your BlueLeaf client accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Enable API access in BlueLeaf settings, copy the API token, and paste it into Kwanti's BlueLeaf activation screen. Linked accounts refresh automatically each time you launch Kwanti.
Benefits
A simple token-based connection that gives you full Kwanti analytics on your BlueLeaf accounts without manual exports. Multiple accounts can be grouped for unified household analysis.
BlueLeaf and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Capitect / Kwanti Integration
Overview
- Analyze your Capitect client accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Generate a Kwanti API key from Capitect's integration settings, paste it into Kwanti, and link the accounts you want to analyze. Positions refresh automatically each time you launch Kwanti.
Benefits
A clean, key-based integration that brings every Capitect-linked account into your Kwanti workflow without manual data work.
Capitect and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Fidelity Wealthscape / Kwanti Integration
Overview
- Analyze your Fidelity Wealthscape accounts in Kwanti
- Full positions and transaction history transferred
- Actual time-weighted performance, not hypothetical
How it works
After activation, position data and transaction history refresh nightly — every day at 8am EST with previous close data. The first G# is included free; additional G#s are $100 each.
Benefits
Fidelity Wealthscape is one of four custodian integrations where Kwanti shows actual time-weighted performance using real transaction data. History begins on the activation date and grows from there. Your data is ready every morning before markets open.
Fidelity Wealthscape and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Goldman Sachs / Kwanti Integration
Overview
- Analyze your Goldman Sachs custody accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Email Kwanti support to activate the integration. Once linked, position data refreshes nightly — every day at 8am EST with previous close data, ready for you in the morning.
Benefits
Reliable nightly data feed across your Goldman Sachs custody accounts. Performance is shown using Kwanti's simulation strategies, since transaction history is not transferred. Multiple accounts can be grouped for household-level analysis.
Goldman Sachs and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Nitrogen / Kwanti Integration
Overview
- Analyze Nitrogen (formerly Riskalyze) models and portfolios in Kwanti
- Two-way model sync between Nitrogen and Kwanti
How it works
Authorize Kwanti from your Nitrogen account (must be the account owner, not an assistant). Models and client portfolios refresh automatically each time you launch Kwanti. Models can be edited in Kwanti and exported back to Nitrogen.
Benefits
Pair Nitrogen's risk profiling with Kwanti's deep portfolio analytics. As one of two integrations with bidirectional model sync, you can build sophisticated blended models in Kwanti and push them to Nitrogen for client-facing risk reporting.
Nitrogen and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Orion / Kwanti Integration
Overview
- Analyze your Orion client portfolios and models in Kwanti
- Single sign-on via Orion Connect
How it works
Activate the integration with your Orion credentials. Client portfolios and models refresh automatically each time you launch Kwanti. The Kwanti app appears in the Orion Connect dashboard for one-click single sign-on — no need to re-enter your Kwanti credentials.
Benefits
Orion is the only integration with single sign-on through Orion Connect — launch Kwanti from your Orion dashboard with no extra login. Combined with automatic portfolio and model refresh, Orion users get the most seamless workflow of any Kwanti integration.
Orion and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Pershing / Kwanti Integration
Overview
- Analyze your Pershing client accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Email Kwanti support to start the activation process. We'll send forms to forward to your Pershing account manager, who will configure the file extraction in NetX360. Once provisioned, position data refreshes automatically.
Benefits
Skip manual data work across your Pershing-held accounts. Once the file extraction is configured, every linked account stays current in Kwanti automatically.
Pershing and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Portfolio Pathway / Kwanti Integration
Overview
- Analyze your Portfolio Pathway accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Contact Portfolio Pathway (Intelliflo) Service to activate the feed. They'll provide an Advisor ID, which Kwanti uses to provision the link within one business day. Positions refresh automatically each time you launch Kwanti.
Benefits
Quick provisioning — typically active within one business day of receiving your Portfolio Pathway Advisor ID. Linked accounts stay current automatically across your entire Portfolio Pathway book.
Portfolio Pathway and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Raymond James / Kwanti Integration
Overview
- Analyze your Raymond James client accounts in Kwanti
- Nightly position data refresh
How it works
Email Raymond James to authorize the data feed (Kwanti can guide you through the request). Once authorized, Raymond James notifies Kwanti and we provision the link within one business day. Position data refreshes nightly.
Benefits
Reliable nightly data feed across your Raymond James-held accounts. No manual exports or imports — every linked account stays analysis-ready in Kwanti automatically.
Raymond James and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Redtail / Kwanti Integration
Overview
- Pull portfolio data from Redtail accounts into Kwanti
- Account-by-account or grouped household analysis
How it works
After activation, select clients from your Redtail CRM and choose which of their accounts to import. Position data refreshes automatically each time you launch Kwanti. Multiple accounts can be grouped into a single portfolio for household analysis.
Benefits
Bridge your Redtail CRM with Kwanti's analytics layer. Pull account data directly from your existing client records without re-entering anything, and group accounts at the household level for unified analysis.
Redtail and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Schwab Advisor Services / Kwanti Integration
Overview
- Analyze your Schwab Institutional accounts in Kwanti
- Full positions and transaction history transferred
- Actual time-weighted performance, not hypothetical
How it works
Submit a Request for Data Access Agreement form through Schwab Advisor Services and select Kwanti as the third-party data recipient. After signing, the link provisions within three business days. Position data and transaction history refresh nightly at 8am EST with previous close data. Available to active Kwanti subscribers (not during trial).
Benefits
Schwab is one of four custodian integrations where Kwanti shows actual time-weighted performance using real transaction data — not hypothetical simulations. In some cases, additional history before the activation date is available. The first master code is free; additional master codes are $100 each.
Schwab Advisor Services and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
TradePMR / Kwanti Integration
Overview
- Analyze your TradePMR client accounts in Kwanti
- Drill down into allocations, expenses, and risk
How it works
Activate directly through Kwanti by entering your TradePMR credentials. Once linked, positions refresh automatically each time you launch Kwanti. Multiple accounts can be grouped into a single portfolio for household analysis.
Benefits
A self-serve, credential-based activation — no forms, no waiting period. Get every TradePMR account into Kwanti in minutes.
TradePMR and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Model Marketplace
Subscribe to Institutional Models
Access model portfolios from the world's largest asset managers — fully analyzable, continuously maintained, delivered inside Kwanti.
BlackRock / Kwanti Integration
Overview
- Subscribe to BlackRock model portfolios inside Kwanti
- Full holdings transparency for every model
How it works
BlackRock model portfolios are available directly in the Kwanti Model Marketplace. Subscribe once and they stay updated automatically as BlackRock rebalances.
Benefits
Leverage one of the world's largest asset managers without leaving your Kwanti workflow. Analyze, compare, and propose BlackRock models with full underlying holdings transparency.
BlackRock and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
LSA Portfolio Analytics / Kwanti Integration
Overview
- Access LSA model portfolios in the Kwanti Marketplace
- Full holdings-level analysis on every model
How it works
LSA models are published directly to the Kwanti Model Marketplace. Subscribe and models stay current as LSA rebalances.
Benefits
Bring institutional-quality models into your practice without rebuilding them yourself, with full Kwanti analytics layered on top.
LSA Portfolio Analytics and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Wilshire / Kwanti Integration
Overview
- Subscribe to Wilshire model portfolios inside Kwanti
- Full holdings transparency for every model
How it works
Wilshire models are available directly in the Kwanti Model Marketplace. Subscribe once and they stay current automatically.
Benefits
Leverage Wilshire's research and portfolio construction expertise without leaving your Kwanti workflow.
Wilshire and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
WisdomTree / Kwanti Integration
Overview
- Subscribe to WisdomTree model portfolios inside Kwanti
- Full holdings transparency for every model
How it works
WisdomTree model portfolios are published into the Kwanti Model Marketplace. Subscribe once and models stay current as WisdomTree rebalances.
Benefits
Access WisdomTree's differentiated strategies — analyzed, compared, and proposed from within Kwanti.
WisdomTree and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
Fidelity Investments / Kwanti Integration
Overview
- Subscribe to Fidelity model portfolios inside Kwanti
- Full holdings transparency for every model
How it works
Fidelity model portfolios are published into the Kwanti Model Marketplace. Subscribe and models stay current automatically.
Benefits
Leverage Fidelity's institutional research and model construction — analyzed, compared, and proposed from within Kwanti.
Fidelity Investments and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
State Street Global Advisors / Kwanti Integration
Overview
- Subscribe to SSGA ETF model portfolios in Kwanti
- Full holdings transparency for every model
How it works
State Street Global Advisors ETF model portfolios are available in the Kwanti Model Marketplace. Subscribe once and stay current automatically.
Benefits
Bring SSGA's ETF model strategies into your Kwanti workflow — analyzed and proposed without additional tooling.
State Street Global Advisors and Kwanti are separate, unaffiliated companies and are not responsible for each other's services and products.
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