Kamba Analyst · Product overview
Kamba Analyst

Your AI data analyst on top of Kamba Data Platform.

Kamba Analyst is the operational AI layer for financial data teams — not a marketplace. It sits on the Kamba Data Platform and connects to your warehouses, lakes, vendor feeds, and documents, then surfaces inside Symphony or any other front-end your teams already use.

What the analyst actually does
Smart Search DQR Backtest Procurement Reporting
AI-native workflows

Turn scattered tools into one flow.
The analyst orchestrates data discovery, DQRs, backtests, due diligence, and reporting, so teams move from question to decision in minutes instead of months.

Runs where your data lives

Built on Kamba Data Platform and exposed in Symphony or any other UI you choose. No re-platforming. No shadow data copies. The analyst calls into the systems and sources you already control.

Enterprise-grade deployment

Available on Kamba cloud, in your own private cloud, or fully on-premise. Dedicated AI instances, role-based governance, auditability, and alignment with your security and compliance requirements.

Pricing is structured around seats and credits for core workflows (reports, DQRs, backtests, strategies), with Free, Team, and Enterprise options to match individual users, desks, and full-firm rollouts.

Benefits

Why Kamba Analyst changes the economics of data work

Financial institutions spend billions on inefficient, manual data workflows. Analysts lose hours searching for the right data, backtests require weeks of engineering support, procurement cycles drag for months, and reporting is riddled with errors. These inefficiencies create compliance risk, wasted vendor spend, and missed alpha opportunities. Kamba Analyst acts as a 24/7 AI Data Analyst — sourcing, validation, strategy testing, procurement, reporting, and collaboration — making everyday workflows faster, smarter, and secure.

Save time and unlock capacity

Save time with instant data discovery, analysis, and management.
Compress workflows from months to minutes by automating search, DQRs, backtests, and report generation, so quants and PMs focus on strategy instead of operational grunt work.

Enhance decision-making

Enhance decision-making by generating detailed reports in real-time using all connected data sources. Kamba Analyst combines human thinking with AI agents to surface explainable outputs that are ready for ICs, risk, and clients.

Reduce cost and vendor waste

Reduce costs by identifying underperforming or redundant datasets.
Systematically test usage and impact so you can renegotiate, consolidate, or cut feeds that do not contribute to P&L or risk management.

Improve collaboration & governance

Improve collaboration with compliant, traceable, and secure workflows.
Centralize conversations, evaluations, and approvals in a governed environment, giving compliance and risk full visibility into who used what data, for which decision, and when.

Platform & deployment

Kamba Data Platform as the execution layer. The analyst sits on top.

Kamba Data Platform orchestrates agents across your data stack so Kamba Analyst can run end-to-end workflows without moving data out of your systems.

How it fits into your stack
  • Kamba Data Platform — AI-native layer that orchestrates agents across your warehouses, data lakes, vendor feeds, and documents.
  • Embed in Symphony or any platform — expose the analyst where people already work (Symphony today; extensible to other chat, portals, and internal UIs).
  • No re-platforming — Kamba does not replace your storage or compute; it coordinates work across what you already have.
  • Governance aligned to your controls — access, prompts, and outputs respect existing roles, entitlements, and approval flows.
Where it runs
Kamba cloud
Fully managed by Kamba. Fastest way to get started, with isolation per client and no infrastructure overhead on your side.
Private cloud
Deployed into your own cloud environment for firms that require tighter control over networking and data residency.
On-premise
Installed within your data centers for the highest level of control and integration with internal systems.
Who uses it
PMs · Quants · Data · Sourcing · Procurement · Compliance
Where they see it
Symphony · Internal portals · Web UI
UI / agent layer

Kamba Analyst

AI-native “data analyst” that orchestrates workflows end-to-end:

Smart Search
Data Quality (DQR)
Backtests & signals
Procurement & diligence
Reporting & answers

Kamba Data Platform

Orchestration and governance layer that connects the analyst to all your data and tools.

  • Agent engine for LLMs and task routing.
  • Connectors to warehouses, lakes, vendor feeds, and docs.
  • Policies & roles aligned with your entitlements and controls.
  • Audit & logging for prompts, outputs, and workflows.
Internal data

Warehouses (Snowflake, Redshift, etc.), data lakes, portfolio & risk systems, research docs, PDFs, emails.

External data vendors

Alternative data providers, market data, ESG, fundamentals — accessed under your existing commercial terms.

Market & public sources

Regulatory filings, news, public APIs, and other reference data that enrich analysis.

Where the application runs
Kamba cloud
Client private cloud
On-premise
Application logic runs in Kamba’s cloud or your environment. Data stays in your systems; Kamba does not use client data or interaction content to train shared models.
Plans & pricing

Start small or roll out across the firm

Seat-based plans with credits for core workflows. Scale from individual users to full-firm deployments without changing how work gets done.

Free

$0 / month

Best for individual analysts, PMs, and learners.

  • 25 credits/month
  • Smart search & matching
  • Investment idea generation
  • Basic reports
  • DQRs and backtest
  • Strategy generation
  • Access to Kamba open vendor catalog
  • Team collaboration tools

Team

$300 / user / month

Best for desks and teams needing AI-powered decision support.

  • 500 credits/month/user
  • Includes everything in Free
  • Saved queries & workflow scheduling
  • Limited proprietary & internal data connectors
  • Overage: $100 per additional 250 credits

Enterprise

Custom

Best for large, multi-team deployments.

  • Custom credit allotments
  • Dedicated AI agent instances
  • Private cloud or on-prem deployment
  • Internal integrations (e.g., Snowflake, S3)
  • Standard SLAs, audit logs, and admin console
  • Advanced role-based governance
  • API access + developer tools
  • Custom workflows + enterprise onboarding

Credit usage examples:

  • 1 credit = Generate a report
  • 3 credits = Run a DQR (Data Quality Review)
  • 5 credits = Execute a backtest
  • 3 credits = Generate an investment strategy

Credits are flexible and can be applied across all AI-powered features. Usage is tracked per user, with alerts available for approaching thresholds.