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. Through the portal, your clients can allow you visibility to some or all of their aggregated account information within Liberty.
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 integrated Cash Management Checking account, clients can set up transfers from external accounts, deposit checks, and move money between their Axos accounts.
Let’s Talk About What We Can Do for Your Business
Call us at 866-776-0218 or complete a request for more information
