Axir builds custom Chrome extensions for RIAs and financial advisory firms: automate reporting, portfolio analysis, and CRM workflows. Deployed privately, maintained monthly.
Extensions run inside Chrome, reading data from tools your team already uses: no new software, no IT team required.
Scan your CRM or portfolio dashboard and get instant AI-generated summaries: AUM trends, allocation drift, accounts needing attention, and advisor action items, in seconds.
Before a client meeting, automatically pull performance data, flag notable changes, and generate a briefing summary, so advisors walk in prepared, not scrambling.
Extract and summarize data from your reporting tools for quarterly reviews, RMD tracking, or compliance documentation, replacing hours of copy-paste with a single click.
Automatically score prospects, identify stale relationships, pre-fill contact records, and surface clients due for a review, all from data already in your CRM.
We handle everything: scoping, development, private distribution, and ongoing maintenance.
30-minute call to understand your workflow, CRM, and reporting tools. We scope the build and give you a fixed quote.
We build your Chrome extension to your exact workflow. AI logic runs on our server. Your client data never touches our storage.
Extension is published privately on the Chrome Web Store and distributed only to your licensed users, not listed publicly.
When your CRM or portfolio tool updates its UI and breaks selectors, your monthly subscription ensures your automation keeps working.
Yes. Axir extensions augment browser-based tools your team already uses. If the data is visible in Chrome, we can read and analyze it. We've worked with CRMs, portfolio systems, reporting dashboards, and spreadsheets.
The extension reads what is already on your screen. It never moves data to a new location or creates a new data store. AI processing uses zero-retention API tiers. Nothing is stored on Axir's servers beyond your license record. We're happy to review a BAA or DPA if your compliance team requires it.
For many firms, yes, the extension can pull the data, summarize key changes, and generate a draft review in seconds. It doesn't replace judgment or client relationships, but it eliminates the manual data gathering that takes hours before each quarterly cycle.
Build fees start at $750 for a single-workflow automation, plus $79–$159/mo for maintenance. Most RIA implementations fall in the Professional tier ($1,300 build + $119/mo) covering multi-step workflows, AI insights, and unlimited licensed users. Full breakdown on the Services page.
Book a 30-minute discovery call. No obligation. We'll scope your use case and tell you exactly what we can build.
Book a Discovery CallOr email us at hello@axirautomation.com