More than 5,500 members of the financial planning/investment advisory community participated in the 2019 Technology Survey. Across 20 different industry categories, Kwanti’s satisfaction ratings of 8.64 and 8.55 were among the highest recorded. See the full survey here
Interviewed at the 2019 T3 Tech conference, Christophe Gauthron explains how Kwanti helps advisors with client acquisition and communication. https://vimeo.com/317062625
Fixed income indexes were added from Bloomberg/Barclays: – Barclays Global Aggregate – Barclays Global Aggregate Hedged – Barclays Global Aggregate ex-US – Barclays Global Aggregate ex-US Hedged – Barclays US Aggregate Bond Index – Barclays US Corporate Investment Grade – Barclays US Corp High Yield – Barclays Municipal Bond Index – Barclays US Treasury Index – Barclays US Treasury 1-3 Year Index – Barclays US Treasury 5-7 Year Index – Barclays US Treasury 10-20 Year Index – Barclays US Treasury [...]
If you made allocation changes to your model over time, you can import the history of changes into Kwanti. To get started, select Import->Portfolio with history from the application initial screen.
Options to simulate rebalancing are now available on client portfolios. Previously, rebalancing was only available for model portfolios. Click on the Strategy selection box to select a rebalancing strategy.