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Kwanti
In one line: Portfolio analytics, stress testing and branded proposals for advisors.
| Best for | Prospect proposals from uploaded statements |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | From $195/user/mo · See all plans (as of October 21, 2026) |
| Website | www.kwanti.com/ |
| Last checked | October 21, 2026 |
What it does
Kwanti offers portfolio analysis, stress testing, model management, white-labeled proposals, risk profiling and PDF statement extraction for prospect portfolios.
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Alternatives to Kwanti
YCharts
Research, charts and model-portfolio proposals
Nitrogen
Risk-tolerance conversations and proposals
Compare: Kwanti vs YCharts · Nitrogen vs Kwanti
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FAQ
What is Kwanti?
Portfolio analytics, stress testing and branded proposals for advisors.
Who is Kwanti best for?
Prospect proposals from uploaded statements. It is in our portfolio analytics & proposals category.
How much does Kwanti cost?
As of October 21, 2026, Kwanti's website lists: Single, $224/user/month; Multi, $195/user/month; Enterprise, Tailored; Add-ons, SMA data feed and PDF statement extraction, $75/month each (or $810/year).
What are alternatives to Kwanti?
YCharts, Nitrogen.