Pricing
Simple, Transparent Pricing
No Surprises
Start free for 14 days. Upgrade when you're ready. Every trial is fully featured — no credit card required.
Solo advisor
Single
For the independent advisor, or anyone who needs Kwanti for a single user.
$224
per user / month
Billed annually · Save 10%
- All core analytics features
- 50 PDF reports per month
- Model Marketplace access
- All partner integrations
- Phone & email support
- +SMA data feed — add-on $75/mo
- +PDF statement extraction — add-on $75/mo
Multi-advisor firms
Multi
For firms with multiple advisors. Shared data, shared models, minimum 5 users.
$195
per user / month · minimum 5 users
Billed annually · Save 10%
- Everything in Single
- Shared portfolio data across users
- Team model library sharing
- Priority phone & email support
- +SMA data feed — add-on $75/mo
- +PDF statement extraction — add-on $75/mo
TAILORED
Enterprise
For large RIAs, broker-dealers, and advisor networks with centralized investment operations.
Custom pricing
Volume discounts · flexible contracts
Dedicated account management included
- 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
Add-ons Available on all plans, priced per account.
Every plan includes
The full analytics suite, out of the box
Every Kwanti subscription gives you the complete platform. No tier-gated features, no paywalled analytics.
Analysis
- Asset allocation analysis
- Equity sector analysis
- Equity style & region
- Performance stats — alpha, beta, drawdown, capture ratios
- 30-year backtest
- Yield & income analysis
- Fund tax & expense analysis
- Correlations
- Upload asset & model history
Risk & proposals
- Risk questionnaire & IPS
- Portfolio stress testing
- Portfolio optimization
- Branded PDF proposals
Platform & support
- All partner integrations
- Model Marketplace
- Excel import & export
- Phone support Mon–Fri
- Email support 7 days/week
- Chrome, Safari, Firefox
- Desktop & tablet support
FAQ
Common questions
Yes — the trial is fully enabled with every feature active. PDF reports generated during the trial include a "Trial Sample" watermark. Partner integrations are usable during the trial. No credit card required.
No — licenses are per advisor. Sharing a login is a violation of Kwanti's terms of use and will result in termination without refund. Administrative assistants who need access for data entry can request a complimentary login, provided they hold no securities registration or advisor certification.
Kwanti supports US stocks, ETFs, mutual funds, closed-end funds, and SMAs. For annuities, UITs, individual bonds, and fixed deposits, we recommend using a proxy. Options and short positions are not currently supported.
Both monthly and annual subscriptions recur automatically. Annual plans are paid upfront and renew each year. Cancellations on annual plans are refundable within the first 30 days only. Monthly plans have no refund for partial months.
Kwanti is fully web-based and works in Chrome, Edge, Firefox, and Safari on desktops and tablets. No software installation is required.
Kwanti maintains institutional-grade security policies. Full details are available at security.kwanti.com.
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