SaaS made you change.
Now you can build what fits.

The cost of custom software collapsed. You can finally have software shaped to how your firm works, instead of reshaping your firm to fit the software.

Talk to us →

What we build

Custom AI agents

AI trained on your firm’s data and decisions.

An advisor research assistant that knows your firm’s investment models, clients, and prior recommendations
A meeting prep agent that pulls client history, holdings, and recent interactions
A compliance reviewer that catches issues before the trade hits, not after

Internal software

Tools shaped around how your firm already works.

An advisor desktop that replaces five tabs with one workflow
A wholesaler intelligence platform that surfaces which advisors are ready for a call
A board reporting tool that pulls from every system without manual reformatting

Integrations

Connecting the systems your firm already runs.

CRM-to-custodian-to-portfolio-system pipelines that eliminate manual reconciliation
Document and data flows between compliance, operations, and advisor-facing tools
AI agents wired into your existing stack instead of running parallel to it

Data foundations

The infrastructure underneath everything above.

Unified data models across CRM, custodian, and portfolio data
Lineage and governance instrumented from day one
Real-time data pipelines that keep AI models trained on current reality

When to build custom

Your data is your edgeYour proprietary workflows, processes, and client history are what competitors can’t replicate.
Sensitive data shouldn’t sit on a vendor’s serversRegulated, client-confidential, or IP that can’t risk being part of someone else’s next breach.
You need AI that does the work, not AI that explains itEmbedded into the work, not parked next to it.
Workarounds have become the workShadow spreadsheets, manual reformats, and the ‘actually we use it like this.’
The economics flippedCustom now costs less than five years of SaaS subscriptions.

How a custom build happens

Data, AI, software. We don’t hand off between phases.

Unlock Your Data
We unlock your tech stack. Your custodian feeds, CRM, portfolio system, compliance data, all connected, structured, queryable. The data your firm already has, finally usable.
Train Powerful AI
We train AI on your firm’s proprietary insights. Not a copilot pulled from the public internet. Agents that know your products, your states, your custodians, your way of doing business.
Implement Seamless Software
We integrate it into your existing stack. Software deployed into production, owned by the firm, with the guardrails and audit trail your compliance team needs.

“The cost of building custom software collapsed, and the operators inside financial services firms finally have the leverage to solve their own complex problems. This used to be a privilege only the biggest firms could afford.”

Bill DwyerExecutive Chairman

How to start

Most firms don’t start with a build. They start with a conversation.

The AI Foundation Program

A defined 30-day engagement that maps where AI fits your firm and what to build first.

How Praxis works

One team across diagnosis, build, and operations. Think. Make. Do.

Build what fits.

Tell us what your firm actually needs, and we’ll build it.