Pricing
Built for wealth management firms. Priced for the return.
One agent. One price. Built for your business.
AI Agents
$25,000 build + $1,500 / mo
One-time build. Ongoing retainer to operate, maintain, and improve your agent.
- Custom agent built for your business
- Full integration with your existing stack
- Deployment scoped to your firm after discovery
- Dedicated build support
AI Consulting
$2,000 / mo
Quarterly reporting included. No setup fee.
- Full AI audit of your business operations
- Strategic AI implementation roadmap
- Tool adoption recommendations
- Quarterly performance reporting
- Ongoing optimization guidance
FAQ
Straight answers
How long does it take to get started?
Consulting engagements can start immediately. Every deployment is scoped after discovery. Timeline depends on your infrastructure — we tell you exactly what to expect before we start.
Do I need to understand AI or tech to work with you?
No. That's our job. You focus on your business — we handle the systems.
What makes AxisOS different from a regular agency?
We build infrastructure. Agents that run without you, and consulting that tells you exactly where leverage is — without noise.
Can I buy just one service instead of the full stack?
Yes. You can engage for AI Consulting only, or commission a single custom agent.
What is a custom agent?
Every agent is built specifically for your firm — your CRM, your client data, your workflows. Nothing is templated. Everything is yours.