Kwanti, San Francisco, CA Videos

In our latest #KwanTIP, learn more about Backtest Simulations in Kwanti, which allow you to backtest portfolios and models using different simulation options. Over time, portfolio positions vary in weight and must be rebalanced. With different simulation options, you can select a mode that best represents how the portfolio is managed. Watch the video below to see how! If you'd like to learn more about Backtest Simulations and Rebalancing Mode in Kwanti, click here: https://support.kwanti.com/hc/en-us/articles/115000684748-Rebalancing-mode #backtestsimulations #rebalancing #portfolioanalysis #portfolioanalytics

In this week's #KwanTIP, learn more about how to drill down into the asset allocation categories of a portfolio within Kwanti, which allows you to view where certain exposures are coming from. Watch the video below to see how! If you'd like to learn more about Asset Allocation Drilldown, click here: https://support.kwanti.com/hc/en-us/sections/115000180268 #portfolioanalysis #portfolioanalytics #allocationdrilldown #assetallocation #assetclass

In our latest #KwanTIP, learn more about Backfills in Kwanti. When an asset's history is insufficient, the missing price history is filled with the prices of a similar asset or index - this operation is called a backfill. Watch the video below to see how Kwanti does this, as well as how a custom backfill asset can be selected! If you'd like to learn more about Backfills, click here: https://support.kwanti.com/hc/en-us/articles/115000684588-Backfills #backfills #assetperformance #assethistory #portfolioanalysis #portfolioanalytics

In this week's #KwanTIP, learn more about Expenses within Kwanti. The Expenses analysis is useful to review the expense ratios of funds in a portfolio. Watch the video below to see how! If you'd like to learn more about Portfolio Expenses, click here: https://support.kwanti.com/hc/en-us/articles/115000684908-Portfolio-expenses #portfolioanalysis #portfolioanalytics #portfolioexpenses #expenseratios

In our latest #KwanTIP, learn more about Grouped Portfolios in Kwanti, which allows you to analyze a portfolio at the household level in addition to analyzing them at the individual account level. Watch the video below to learn how! If you'd like to learn more about Grouped Portfolios click here: https://support.kwanti.com/hc/en-us/articles/115001807973-Household-group #householdportfolio #groupedportfolios #portfolioanalysis #portfolioanalytics

In our latest #KwanTIP, learn more about Blended Models in Kwanti, which allows you to create a blend of model portfolios - or a model of models - with a weight assigned to each model or sleeve. Watch the video below to learn how! If you'd like to learn more about Blended Models, click here: https://support.kwanti.com/hc/en-us/articles/360036629574-Blended-models #blendedmodels #modelportfolios #modelmarketplace #rebalancing #portfolioanalysis #portfolioanalytics

In this week's #KwanTIP, learn more about Asset Profiles within Kwanti. For each position in a portfolio, further information about an underlying asset may be displayed with the Asset Profile view. Watch the video below to see how! If you'd like to learn more about Asset Profiles, click here: https://support.kwanti.com/hc/en-us/sections/115000141867 #portfolioanalysis #portfolioanalytics #assetprofile #assets

In our latest #KwanTIP, learn more about Tax Drag Analysis in Kwanti, which allows you to analyze the tax drag of funds held within a portfolio and compare a fund's pre-tax return to its after-tax return. Watch the video below to learn how! If you'd like to learn more about how to analyze the tax drag of a portfolio, click here: https://support.kwanti.com/hc/en-us/articles/16358754447639-Tax-drag #taxdrag #taxdraganalysis #taxliability #portfolioexpenses #portfolioanalysis #portfolioanalytics

In this week's #KwanTIP, learn more about Kwanti's Estimated Income feature, which estimates the portfolio income for the next 12 months, including dividends from stocks and funds as well as interest payments from fixed income assets. Watch the video below to see how! If you'd like to learn more about Estimated Income and Yield, click here: https://support.kwanti.com/hc/en-us/articles/360034525553-Income-and-Yield #portfolioanalysis #portfolioanalytics #incomeandyield #estimatedincome #portfolioincome

In our latest #KwanTIP, learn more about Top Holdings in Kwanti, which allows advisors to look through the underlying holdings of a portfolio's funds to reveal the true stock or bond ownership. Watch the video below to learn how! If you'd like to learn more about observing top holdings, checking overlap between funds, and more, click here: https://support.kwanti.com/hc/en-us/articles/360048647173-Holdings #holdings #topholdings #funds #stockownership #portfolioanalysis #portfolioanalytics

In this week's #KwanTIP, learn more about Kwanti's Return Analysis, which gives insight into a portfolio return by showing each position's performance. Watch the video below to see how! If you'd like to learn more about Return Analysis, click here: https://support.kwanti.com/hc/en-us/articles/115000640287-Return-analysis #returnanalysis #portfolioreturn #portfolioanalysis #portfolioanalytics #performancedata

In our latest #KwanTIP, learn more about CIT data - now available within Kwanti! Collective Investment Trusts (CITs) are becoming an increasingly popular investment option among institutional investors and retirement plan sponsors. By having access to CIT data, advisors can provide more accurate and comprehensive investment advice, while clients can have a better understanding of their retirement account holdings and how they contribute to their overall investment strategy. If you'd like to learn more, click here: https://kwanti.com/cit-data-now-available-in-kwanti/ #CITs #collectiveinvestmenttrust #analytics

In this week's #KwanTIP, discover how you can add a model portfolio's history of changes within Kwanti to achieve a more realistic illustration and performance calculation - a very valuable feature when making proposals to prospects and clients. Watch the video below to see how! If you'd like to learn more about adding history to an existing model portfolio, click here: https://support.kwanti.com/hc/en-us/articles/14308009268119-Model-History #modelmarketplace #modelportfolios #modelmanagement #modelhistory #financialmodels

In this week's #KwanTIP, discover how you can easily model a fixed indexed annuity within Kwanti. Once added, you can then analyze the annuity and compare it with other assets, benchmarks, and indices, or use it as an asset in any of your portfolios or models. Watch the video below to see how! If you'd like to learn more about adding #FIAs to your portfolios or models, click here: https://support.kwanti.com/hc/en-us/articles/4408136299287-Fixed-indexed-annuities #fixedindexedannuities #annuities