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Should I use Kwanti?

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Worth it. Fee-based advisors get a well-liked, SOC 2-certified portfolio analytics tool with a 14-day free trial. DIY investors, or anyone wanting CRM, billing, and trading bundled in, should pass.

Confidence

Medium. Based on ~40 public sources; most snippets were truncated, so no G2 rating number or exact tier prices were found.

Ratings

  • Value for moneyNo public price figures in sources
  • Ease of use
  • Feature depth
  • Support qualityNo support reviews found
  • Security posture

Pricing

Free for 14 days

Free trial

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed
Free tierNo

Best for

  • Fee-based RIAs and hybrid advisors
  • Model portfolio comparison and proposals
  • Household-level performance reporting
  • Solo to mid-size advisory practices

Not for

  • DIY retail investors — advisor-built, advisor-priced
  • Anyone wanting CRM, billing, or trading in one tool
  • Teams needing a permanent free tool

Gotchas - check before you buy

medium

Trial is 14 days only; no permanent free tier — budget subscription cost from month one

medium

Support docs flag a caveat on the Schwab integration — verify your custodian feed before committing

low

Tier prices not visible in public sources; expect to check the pricing page or talk to sales

low

Reports are customizable but compliance suitability is yours to confirm internally

Pros and cons

Pros

  • Comprehensive analytics, per G2 and Capterra listings
  • Model marketplace includes Fidelity and WisdomTree models
  • SOC 2 Type 2 certified with encrypted data
  • Covers US, European, and Canadian securities
  • Actively shipping: screener, cash-flow scenarios, watchlist tools

Cons

  • Guess: analytics-only — billing, CRM, trading live in separate tools
  • Public pricing numbers absent from sources reviewed
  • Scale is 'hundreds' of users — much smaller than YCharts or Koyfin
  • Some custodian integrations carry documented caveats

Sources & method

Analyzed 9/25/2026 - 10 sources - SOC 2 Type 2 certified; data encrypted; strict documented security policies. No known vulnerabilities found in the sources reviewed.

official x2review x5security x1news x2

Key stats

  • Ease of use: 4/5

    Rating

  • Free for 14 days

    Starting price

  • 10

    Sources

  • Analyzed

  • Value for money. No public price figures in sources
  • Ease of use: 4/5. r/CFP users call it their go-to
  • Feature depth: 4/5. Screener, scenarios, watchlist, model marketplace
  • Support quality. No support reviews found
  • Security posture: 5/5. SOC 2 Type 2, encryption, strict policies
  • 14 days Free trial No permanent free tier listed
  • Hundreds Daily users Company claim, advisor count
  • SOC 2 Type 2 Security cert Per Kwanti Security Center
  • US + international Coverage US, European, Canadian securities

Pricing

Free trial

Free for 14 days

  • Start free, upgrade to continue
  • Full platform per product pages

Security

SOC 2 Type 2 certified; data encrypted; strict documented security policies.

No known vulnerabilities found in the sources reviewed.

Alternatives

Compare Kwanti with each alternative.

  • Portfolio Visualizer Pro

    Cheaper DIY option advisors weigh against Kwanti

Companies that could

  • Kingsview Uses StratiFi instead
  • Henrickson Nauta Wealth Advisors Uses YCharts instead
  • Silver Strand Uses Koyfin instead
Full analysis

Based on ~40 public sources; most snippets were truncated, so no G2 rating number or exact tier prices were found.

Well-liked portfolio analytics for advisors: SOC 2, model marketplace, 14-day trial. DIY investors and all-in-one seekers: pass.

Methodology

Based on ~40 public sources; most snippets were truncated, so no G2 rating number or exact tier prices were found.

Sources

  1. Kwanti — Smart Analytics for Data-Driven Financial Advisorskwanti.com
    official
  2. Kwanti Pricingkwanti.com
    official
  3. Kwanti Security Centersecurity.kwanti.com
    security
  4. Kwanti Analytics Reviews — G2g2.com
    review
  5. Kwanti Software Pricing — Capterracapterra.com
    review
  6. Kwanti — Kitces AdvisorTech Directoryfintech.kitces.com
    review
  7. Portfolio software — r/CFPreddit.com
    review
  8. Comparing Performance Software — r/CFPreddit.com
    review
  9. Kwanti Adds Fidelity and WisdomTree to Model Marketplaceprweb.com
    news
  10. Kwanti Rolls Out Cash Flow Scenarios Tool — ThinkAdvisorthinkadvisor.com
    news

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