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Products/Analytics/Kwanti

Kwanti

Automated

Portfolio analytics software for financial advisors with backtesting, optimization, and branded reporting.

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Active plans

3

Total changes

2

Last change

Jul 28, 2026

Price trend

no history

What we know about Kwanti’s pricing

Stable

Changes in 12 months

2

Cadence

Multiple changes per day

Direction

New plan recently added

Category position

Pricier than 81% of Analytics tools (608 compared)

Current pricing

Enterprise

custom
Custom
  • Everything in Multi
  • Centralized model distribution
  • Standardized proposals across your firm
  • Compliance oversight dashboard
  • Single sign-on (SSO) & role-based access
  • White-label branding
  • Dedicated account manager
  • Custom onboarding & training

Solo advisor

monthly
$224/mo

$224 per user / month

  • yearly$2,416/yr($224 per user / month billed annually (Save 10%))
  • Core analytics features
  • 50 PDF reports per month
  • Model Marketplace access
  • All partner integrations
  • Phone & email support
  • SMA data feed($75/mo (add-on))
  • PDF statement extraction($75/mo (add-on))

Multi-advisor firms

monthly
$195/mo

$195 per user / month (minimum 5 users)

  • yearly$2,106/yr($195 per user / month billed annually (Save 10%))
  • Team members(10)
  • Client onboarding support(null)
  • Analytics and reporting(null)
  • Custom domain(null)
  • Integration with CRM(null)
  • Priority support(null)

Price history

Last 2 changes

DatePlanChangeOldNewΔ%
Jul 28, 2026Multi-advisor firmsnew plan—$195—
Jul 28, 2026Solo advisornew plan—$224—

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