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.
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