Pricing

Simple plans that scale with your firm

Start free in the sandbox, then go live with the plan that fits your clients, integrations, and compliance needs.

Sandbox · Free
Explore Ask Clio, configure your copilot, and test it with up to 50 questions a day. Built for setup and testing, not production or regulated client use.
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Launch

Basic

For fintechs and firms launching with their own APIs.

$250/month
or $2,700 billed yearly · save 10%
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✓750 questions a month through your client assistant or middle-office dashboard
✓White-labeled client AI assistant
✓Client portfolio and market analysis tools
✓Firm-defined API tools
✓Real-time charting and fundamental data
–Production MCP access, compliance tools, and clearing integrations not included
Includes MCP + clearing

Standard

For regulated firms launching secure client workflows with Clio’s clearing and portfolio tools.

$1,000/month
or $10,800 billed yearly · save 10%
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✓1,500 questions a month through your client assistant or middle-office dashboard
✓MCP access for Claude, ChatGPT, Perplexity, and other supported AI tools, with up to 250 active MCP connections a month
✓Production clearing and custodian workflows, plus firm API plugins
✓Client portfolio and market analysis tools
✓Unlimited internal seats
✓Security and compliance suite
Scale

Professional

For regulated firms deploying Ask Clio broadly across client support, servicing, portfolio workflows, and multiple integrations.

Custom
Starting at $27,000 per year
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✓Higher client-question and MCP connection volumes
✓Expanded clearing and custodian integrations
✓Advanced compliance and audit workflows
✓Custom implementation and support
✓Custom usage, SLA, and commercial terms
✓Enterprise security and governance

Higher usage is available on every plan through plan adjustments or usage terms agreed during contracting.

FAQ

Pricing questions

Is there a free trial or free version?

Yes. The Sandbox is our free tier for testing and setup. It gives you access to Ask Clio with up to 50 questions a day, so you can explore the platform and configure your copilot before upgrading. It’s built for experimentation, not production use or regulated client interactions.

What payment methods do you accept?

We accept wire transfer, credit card, and debit card. Email sales@askclio.ai and we’ll help you get started.

Can I upgrade or downgrade my plan at any time?

Basic and Standard plans generally allow easy upgrades and downgrades. Professional plans involve longer-term commitments. Email sales@askclio.ai for details on your plan.

Is there an enterprise plan?

Professional is our enterprise plan, built for larger organizations with advanced compliance, security, and scale requirements. It includes custom question limits, dedicated onboarding, premium support, and integrations with archiving and compliance tools, with pricing tailored to your firm.

Not sure which plan fits?

We’ll help you size the right plan and go live, with no prep required.

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