Category: Kwanti

Kwanti Announces New Integration with Altruist

10/4/2023

Kwanti announced a new integration with Altruist. Advisors using both Kwanti and Altruist can leverage Kwanti’s comprehensive suite of analytics – including detailed allocation drill downs, expense and income analysis, and stress testing client portfolios – and now have the ability to view actual performance data that is reconciled daily for their Altruist accounts. Both positions and history are transferred and are refreshed daily with data from previous close.

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

8/22/2023

Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability.

"Investing involves many hidden costs that reduce returns,” said Christophe Gauthron, CFA®, Founder and CEO of Kwanti. “It’s important for financial advisors to not only identify these costs in portfolios but also demonstrate and explain them in an understandable fashion to clients.”

Kwanti Announces New Integration with Altruist

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

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