Datafinia Boutique Firm Plan
The complete quantitative and AI infrastructure for your entire team.
For registered investment advisors and boutique wealth management firms.
Datafinia Boutique Firm includes every single feature – all 23 tools enabled – with access to 190,000+ assets, 60 markets, 50 countries, and real-time forex, crypto, and US data. This plan is designed for small firms with up to 5 seats and permits commercial use (managing client portfolios, providing investment advice, charging fees). Your team gets macro research, technical scanner, quant models, backtester, optimizer, valuation engine, insider tracking, and the complete AI suite. No feature gating, no upsells.
Complete feature list (all 23 features):
- Market Data
- Watchlist
- Historical Data
- Regulatory & Press
- Fixed Income Desk
- Macroeconomics Research
- Options Strategy Desk
- Fundamental Analysis
- Technical Analysis
- Technical Scanner
- Analyst Sentiment
- Financials
- Quant Analysis
- Quant Scanner
- Backtester
- Optimizer
- Spread Analysis
- Insider Transactions
- Valuation Engine
- AI News Analysis
- AI Asset Report
- FinAI chat
Seats included: Up to 5 users.
Commercial use: ✅ Permitted.
This isn’t just data. It’s your firm’s unfair advantage.
Legal & Policies: