Kwanti
AutomatedPortfolio analytics software for financial advisors with backtesting, optimization, and branded reporting.
Active plans
3
Total changes
7
Last change
Jul 28, 2026
Price trend
no history
What we know about Kwanti’s pricing
VolatileChanges in 12 months
11
Cadence
Every 5 days
Direction
Plan recently removed
Category position
Pricier than 80% of Analytics tools (610 compared)
Current pricing
Enterprise
customCustom
- Team members(50)
- Client onboarding support(null)
- Analytics and reporting(null)
- Custom domain(null)
- Integration with CRM(null)
- Priority support(null)
- Dedicated account manager(null)
Solo advisor
monthly$224/mo
$224 per user / month
- yearly$2,416/yr($224 per user / month billed annually (Save 10%))
- Core analytics features(Included)
- PDF reports per month(50)
- Model Marketplace access(Included)
- Partner integrations(Included)
- Support(Phone & email support)
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 7 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 28, 2026 | Multi-advisor firms | new plan | — | $195 | — |
| Jul 28, 2026 | Solo advisor | new plan | — | $224 | — |
| Jun 5, 2026 | Statement Extraction Add-on | new plan | — | $75 | — |
| Jun 5, 2026 | SMA Add-on | new plan | — | $75 | — |
| Jun 5, 2026 | Enterprise | new plan | — | — | — |
| Jun 5, 2026 | Multi License | new plan | — | $219 | — |
| Jun 5, 2026 | Single License | new plan | — | $219 | — |
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