We are excited to announce a new integration with Kwanti (https://kwanti.com/).
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects.
With Portfolio Lab, advisors can compose, test and show portfolios in seconds to their clients.
The product’s interactive ‘what-if’ analytics combined with rich data visualization significantly improves the advisor tool experience and makes Portfolio Lab a valuable complement to standard platforms.
Orion integrates with Kwanti to provide single sign-on, along with account and model portfolio data for the platform to analyze.
If you already use Kwanti, simply add the Kwanti privilege to your user roles and then establish the integration from inside of Kwanti:
https://support.kwanti.com/hc/en-us/articles/115007313927-Orion
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