Integrations
Kwanti Analytics
Kwanti offers portfolio modeling, analysis and proposal generation for financial advisors and investment managers.
Synchronize data |
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Model portfolios |
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Generate proposals |
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Authentication |
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Capabilities |
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Frequency |
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Required access level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide1
Authorize Kwanti as a third-party
Ask your Addepar firm administrator to authorize Kwanti as a third-party application. For more information on this step, please refer to the Addepar Help Center.
2
Activate the integration
Sign in to Kwanti, click on Integrations > Addepar, then activate.
3
Enter your Addepar Credentials
Enter your Addepar credentials and authorize Kwanti to access the portfolio scope.