How to set up the Kwanti integration
Updated June 18, 2024 • 1 min read
Overview
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:
- Log in to your advisor dashboard and navigate to Settings > Integrations.
- Select Kwanti from the list and click Connect to Kwanti.
- You will see confirmation that the integration has been enabled. Client data will be sent to Kwanti within one business day.
Additional resources
- On-demand webinar: Converting more prospects into clients with Kwanti
Betterment’s editorial team draws on decades of combined experience to bring you clear, practical points of view on personal finance, investing, and long-term wealth. Together, we demystify money decisions, help you size up options, and share the knowledge needed to build wealth with confidence and ease.
