# MantaWealth Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about MantaWealth Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10037005/MantaWealth --- # MantaWealth Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) MantaWealth ## What is MantaWealth? MantaWealth is portfolio analytics solution for wealth managers, offering a factor-based exposure model to analyze risk across geographies, sectors, currencies, and custom factors, addressing limitations in traditional data. It correlates portfolio characteristics to various factors for accurate exposure analysis. The system automates portfolio rebalancing across multiple portfolios, reducing manual workload and operational risk. Wealth managers can set constraints across sectors, currencies, asset classes, and geographies while generating consolidated trade lists. MantaWealth provides performance attribution analysis using Brinson-Fachler and hierarchical models, breaking down returns into allocation, selection, and interaction effects to identify performance drivers. The platform includes stress testing capabilities, enabling wealth managers to replay historical market events or create hypothetical scenarios to evaluate portfolio resilience under shocks. ## What is MantaWealth used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CHF48 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for MantaWealth?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.mantarisk.com&name=MantaWealth) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### MantaWealth 0.0 VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price CHF48 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## MantaWealth alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## FAQs about MantaWealth Overview ### What company size and specific industries is MantaWealth built for? MantaWealth is designed for institutional investors, family offices, private banks, financial services companies, and portfolio managers. It is suited to organizations operating in investment management, private banking, and broader financial services, rather than general small business or consumer-focused use. Features and Usability ### What are the key features of MantaWealth? MantaWealth offers portfolio management and investment tracking, plus portfolio rebalancing for adjusting holdings. It includes financial analysis, investment research, and performance metrics for monitoring results. Additional features include real-time data, risk management, visual analytics, benchmarking, and support for bonds and stocks, commodity futures, and fund management. Pricing ### How much does it cost and what fees or limitations are included? MantaWealth starts at CHF 48 per month for the Retail plan, which includes 6,000 credits. The Professional plan costs CHF 525 per month with 70,000 credits, and the Commercial plan is CHF 4,000 per month with 600,000 credits. A free version and free trial are available. Integrations ### Which third-party tools and platforms does MantaWealth integrate with? MantaWealth integrates with 2 third-party platforms: Addepar and WealthArc. These integrations connect portfolio and wealth management workflows with widely used financial data and reporting tools, giving teams direct links to core systems already in use. Getting Started and Support ### What training and onboarding options does MantaWealth offer? MantaWealth provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided setup and direct instruction, webinars offer scheduled training sessions, and documentation gives written reference material for self-paced learning and feature lookup. Getting Started and Support ### What customer support options does MantaWealth offer? MantaWealth provides email/help desk support, FAQ/forum access, a knowledge base, and chat. These channels give users several ways to find answers or contact support, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk For Investment Advisors Used by financial advisors and money managers MantaWealth 16 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Compare key metrics for the business against prominent players in the industry Purchase and track both bonds and stocks in the portfolio Track and trade contracts to transact in tangible goods at a certain price in the future Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by financial advisors and money managers Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Receive data and information in real time Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Interact with data visualization elements, such as charts and graphs, to drill down into data ## Pricing Free Trial Free Version Retail CHF48.00 Flat Rate,Per Month It includes: - 6000 credits Professional CHF525.00 Flat Rate,Per Month It includes: - 70000 credits Commercial CHF4,000 Flat Rate,Per Month It includes: - 600000 credits ## Integrations [ Addepar](https://www.capterra.com/p/275617/Addepar/)[ WealthArc](https://www.capterra.com/p/143220/WealthArc/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.