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How much do AI portfolio analytics and proposals tools cost for financial advisors?
Short answer: Of 6 portfolio analytics and proposals tools we list, 2 publish prices. The lowest starting price is Nitrogen (From $99/mo per Center (annual)) and the highest is Kwanti (From $195/user/mo). Kwanti offers a free plan or trial. YCharts, Orion, Addepar, Altruist price by quote.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| Kwanti | From $195/user/mo | 14-day free trial; no credit card required. | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
| Altruist | See vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
Nitrogen
- Risk Center: $199/month, annual term
- Research Center: $149/month, annual term
- Income Center: $99/month, annual term
- Tax Center: $99/month, annual term
- Legacy Center: $99/month, annual term
- Insurance Center: $99/month, annual term
- Bundle: $495/month, annual term
Kwanti
- Single: $224/user/month
- Multi: $195/user/month
- Enterprise: Tailored
- Add-ons: SMA data feed and PDF statement extraction, $75/month each (or $810/year)
See features and fit on best portfolio analytics and proposals tools for financial advisors.
FAQ
How much do portfolio analytics and proposals tools cost for financial advisors?
Of 6 portfolio analytics and proposals tools we list, 2 publish prices. The lowest starting price is Nitrogen (From $99/mo per Center (annual)) and the highest is Kwanti (From $195/user/mo). Kwanti offers a free plan or trial. YCharts, Orion, Addepar, Altruist price by quote.
What's the cheapest portfolio analytics and proposals tool for advisors?
By published starting price, Nitrogen at From $99/mo per Center (annual) (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
Can AI read a prospect's brokerage statement?
Some tools advertise statement extraction, for example Kwanti's PDF statement extraction. Always spot-check extracted positions before presenting an analysis.