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Intuitive Technology

Technology That Supports Your Needs

At Axos Advisor Services, we understand that the needs of RIAs can differ vastly. Our technology is specifically designed to adapt to your unique requirements. Whether you prefer a fully integrated solution or have an established tech stack with our integrated partners, our flexible platform seamlessly accommodates your preferred setup. For RIAs seeking a semi-custom solution, we offer a rich ecosystem of APIs and existing integrations. If you want to create a fully custom solution, our Axos API Portal enables your team to write directly into it.

Liberty RIA Platform

Built specifically for RIAs, Liberty is a powerful yet easy-to-use platform that allows you to streamline rebalancing, modeling, trading, and performance reporting.

Unified Managed Accounts

Manage and trade sophisticated models from one place, allowing for efficient management of multiple strategies without the need for multiple tracking and trading accounts.

CRM

Maintain all client data and track interactions in a single integrated database aligned with your business portfolio, enabling effective client relationships.

Quick Portfolio Rebalancing

Rebalance client portfolios in minutes, not hours, ensuring timely adjustments to maintain optimal portfolio allocation.

API Integrations

Over 90 integration options let you stick with your current tools and workflows undisturbed.

Auto Trade Reconciliation

Our system automatically matches the actual selling price back to each client's account.

Simplified Account Opening

All collected information flows directly into the new account, avoiding manual entry errors or duplicate entries.

eSignature

eSignature capabilities help you de-clutter your office, keep track of form progress online, speed up signing, and prevent signature errors.

Axos Client Portal

Provide clients easy digital access to view their balances, models, and holdings under your management – plus much more.

  • Save Time: Reduce common questions about balances and holdings, so you can engage your clients on a deeper level.
  • Aggregate Accounts: Clients can sync held-away accounts and track all their funds in one place.
  • Enhance Your Value Proposition: Attract tech-savvy clients looking for user-friendly digital experiences.
  • Add & Move Money on the Go: With the addition of an Axos Bank Investor Checking account, clients can set up transfers from external accounts, deposit checks, and move money between their Axos accounts.
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