Pricing
Flexible plans built
for every investment need.
Flexible access to AutoCIO's agentic AI, from individual portfolio managers to full institutional deployment. Every plan includes the core AI signal, fund search, and portfolio tools.
Individual
Individual License
Perfect for individual portfolio managers exploring and applying AI in their investment process.
$25k/year
Billed annually
- Single user
- Annual contract
Features:
- Full access to portfolio management tools
- Advanced portfolio analytics
- Build and upload portfolios
- Search across 50,000+ funds
- AI signal integration
- Custom rebalancing
- Attribution engine
- Standard support
- Training and onboarding
- 10k backtests or agent queries per year
Enterprise
Enterprise Solution
Ideal for investment teams scaling AI across multiple portfolios, users, and mandates.
$120k/year
Billed annually
- Unlimited users
- Annual contract
Everything in Individual, plus:
- Full API access
- Priority and direct support
- Custom reporting
- Team collaboration tools
- 100k backtests or agent queries per year
Single Tenancy
Single Tenancy Solution
A complete solution for large organisations requiring dedicated infrastructure, security, and full customisation.
$450k/year
Billed annually
- Unlimited users
- Annual contract
Everything in Enterprise, plus:
- Custom on-premise or private cloud deployment
- Fully isolated data environment and security
- Customisable infrastructure setup
- Dedicated support team
- SLA guarantees
- Custom integrations
- Advanced security features
- Custom development support
- 1m backtests or agent queries per year
Compare plans
Compare plans
A feature-by-feature view across every tier, so you can find the right level of access, users, and support.
| Feature | Individual | Enterprise SolutionMost Popular | Single Tenancy |
|---|---|---|---|
| Portfolio management tools | |||
| User access | Single user | Unlimited users | Unlimited users |
| Portfolio analytics | Advanced | Advanced | Advanced |
| API access | — | Full | Full + Custom |
| Portfolio building | |||
| Fund search | 50k+ funds | 50k+ funds | 50k+ funds |
| AI signal integration | |||
| Custom rebalancing | |||
| Attribution engine | |||
| Backtesting | |||
| Support level | Standard | Priority + Direct | Dedicated team |
| Training & onboarding | |||
| Custom reporting | — | ||
| Team collaboration | — | ||
| Custom integrations | — | — | |
| SLA guarantees | — | — | |
| Custom development | — | — | |
| Backtests or agent queries (per year) | 10k | 100k | 1m |