Choose the Right Plan for Your Firm

Powerful tools to analyze, optimize, and manage client portfolios with confidence.

Starter

Explore Artha's optimizer and evaluate how your current strategies respond to different outcomes.
Free
  • Included: Run optimizations (up to 3 total)
  • Included: Import current strategies
  • Included: Create strategies
  • Included: Replace strategies with optimization
  • Not included: Evaluate strategy performance & attribution
  • Not included: Save scenarios
  • Not included: Scenario comparison over time
  • Not included: Scenario library
  • Not included: Multiple user seats
  • Not included: Shared access / collaboration
Recommended

Core

Built for solo RIAs who want to run better portfolios with institutional-grade optimization.
$399 / month
  • Included: Run optimizations (unlimited)
  • Included: Import current strategies
  • Included: Create strategies
  • Included: Replace strategies with optimization
  • Included: Evaluate strategy performance & attribution
  • Not included: Save scenarios
  • Not included: Scenario comparison over time
  • Not included: Scenario library
  • Not included: Multiple user seats
  • Not included: Shared access / collaboration
Add-On

Portfolio & Execution

Connect accounts and execute optimized portfolios directly in Artha.
$499 / month
  • Included: Account aggregation & custody connections
  • Included: Households, clients, & client portal
  • Included: Trading & rebalancing
  • Included: Tax-loss harvesting
  • Included: Drift & threshold alerts
Requires Core subscription

Enterprise-Grade Security

Your data is protected with industry-standard encryption and security practices.

Trusted Integrations

Connect with leading custodians and data providers.

Dedicated Support

Get help from our team when you need it.