Income Lab
Wealth Management
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Free trialTiered plans
Price$199+ / month
Alternatives to Kwanti
- 1Wealth Management
- 2Wealth Management
Finantix
Wealth Management
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
- 3Wealth Management
Fintel
Wealth Management
Equity research platform with institutional ownership data, short interest, and SEC filings.
Price$10+ / month
- 4Wealth Management
INDmoney
Wealth Management
Indian super finance app with US stock investing, tax, and wealth management across asset classes.
Free planUsage-basedPriceUsage-based
- 5Wealth Management
FinMason
Financial Analytics
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
White labeled portfolio visualization and reportingCloud native investment data management platform - 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
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 - 8Wealth 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
- 9Wealth Management
Finary
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Free planFree trialTiered plansInvestment Portfolio ManagementWealth Management PlatformsPrice$5.14 / month
- 10Wealth Management
FA Solutions
Investment Management Software
Wealth management software for investment managers with portfolio management and performance analytics.
Cloud native investment operations platformPortfolio management and analyticsCompliance and regulatory automation
