Kwanti
AutomatedPortfolio analytics software for financial advisors with backtesting, optimization, and branded reporting.
Kwanti has 3 plans: paid plans from $195/month and custom pricing for larger teams. We have not recorded a price change.
Kwanti plans and prices
Enterprise
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 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 28, 2026 | Multi-advisor firms | New plan | — | $195 | — |
| Jul 28, 2026 | Solo advisor | New plan | — | $224 | — |
Other Analytics products
No confirmed alternatives yet.