How to set up the Kwanti integration


Kwanti is a prospecting, risk management analytics platform, delivering powerful tools that help financial advisors and portfolio managers optimize their investment strategies. Kwanti’s platform offers comprehensive analytics, portfolio management, and client reporting capabilities designed to enhance the decision-making process and client engagement.

The information sent to Kwanti includes:

  • Account information
  • Positions
  • Transactions
  • Tax lots

Enabling the integration

You can set up this integration for your firm by taking the following steps:

  1. Email and request to enable the Kwanti integration for your firm.
  2. Our team will set up the integration for you and let Kwanti know.
  3. Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Kwanti. This can take a few business days.


For any additional questions, please reach out to