Kwanti
Wealth Management
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Price$99 / month
Alternatives to Income Lab
- 1Wealth Management
- 2Wealth Management
Income Discovery
Financial Planning & Analysis
Retirement income planning and Social Security optimization software for advisors.
Personalized retirement income strategy generationTax optimized income distribution executionReal time income safety monitoring - 3Wealth Management
Finantix
Wealth Management
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
- 4Wealth Management
Fintel
Wealth Management
Equity research platform with institutional ownership data, short interest, and SEC filings.
Price$10+ / month
- 5Wealth Management
INDmoney
Wealth Management
Indian super finance app with US stock investing, tax, and wealth management across asset classes.
Free planUsage-basedPriceUsage-based
- 6Wealth Management
eMoney Advisor
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Secure file sharing and storageOnboarding and data migration servicesPrice$379+ / month
- 7Wealth Management
Objectway
Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
Wealth ManagementFinancial Analytics - 8Wealth Management
SigFig Wealth Management
Investment Management Software
B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.
Tax efficient portfolio managementPortfolio goal trackingIntelligent portfolio optimization - 9Wealth Management
InvestCloud
Wealth Management Platforms
Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
Client Portal SoftwareWealth Management - 10Wealth Management
Nitro Wealth
Wealth Management Platforms
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
Tiered plansWealth ManagementFinancial Planning and AnalysisPrice$99+ / month
