Axos Advisor Services

As we approach the end of the year, we want to take a moment to thank our clients and partners for your continued trust and collaboration. We hope this holiday season provides you with a well-deserved opportunity to relax, recharge, and enjoy time with loved ones. Here's to new possibilities and continued success in the year ahead.

Michael Watson joined Jason Pereira on The Fintech Impact Podcast to discuss how Axos is transforming the landscape of custodial and banking services for RIAs. In this episode, Mike Watson Head of RIA Custody, talks about the strategic acquisition of E-Trade’s custody business, a move aimed at diversifying and strengthening Axos’ market position. This acquisition exemplifies our commitment to delivering personalized service with integrated digital banking solutions, ensuring that RIAs receive unparalleled support. Tune in to discover how we are paving the way for RIAs to seamlessly manage their custodial and banking needs. Mike highlights our focus on service excellence as a key differentiator, combining digitization and automation with personalization. https://lnkd.in/gTw83TcA

Today, we’re especially grateful for our clients, partners, and team members who inspire us. The dedication and collaboration we share empower us to build partnerships that drive growth, innovation, and success. Here’s to reaching new heights, together. Happy Thanksgiving!

What could you accomplish with the right support? Imagine having a partner that truly understands your business, ready to answer your calls and help you turn goals into success stories. Combined with our technology built exclusively for RIA’s, Axos provides you with the right toolbox to drive results for your clients. With over 90 integrations and an open API library, our Liberty platform expands your services, deepens client relationships, and unlocks new opportunities for your firm. And the best part? We are committed to complementing your independence, not competing with it. Our banking and lending solutions enhance your holistic offerings, minimizing exposure to competitors. Why wait? Discover how a dedicated partner can elevate your firm. Connect with our team at sales@axosadvisorservices.com and take your business to the next level.

Your business—and your peace of mind—are safe with Axos Advisor Services. With the strength and stability of Axos Financial backing your clients’ assets, you can concentrate on what matters most: bringing your business closer to achieving its goals while helping your clients achieve theirs. 

This Veterans Day, we proudly salute the courage and dedication of the men and women who have served in our nation’s military. Your sacrifice, resilience, and unwavering commitment to protecting our freedoms inspire us every day. To all veterans, thank you for your service. Today and every day, we honor you.

Learn how Axos Advisor Services can provide custody solutions to help you achieve your business goals! Let’s connect at OneSeven Life 2024! Take some time to talk with Beau McBride, CDAA® and explore solutions that can broaden your service offerings, deepen client relationships, and unlock new opportunities for your firm.

We are dedicated to creating solutions built to empower RIAs. Integrate your instance of Salesforce directly with the Axos Advisor Services Liberty Platform to: - Seamlessly create new accounts on Liberty through Salesforce - Receive Axos account numbers directly within Salesforce, streamlining your workflow - View accounts, position balances, statements, and assets in transfer - Send DocuSign envelopes from Salesforce for a paperless experience Axos for Salesforce is now available in the Salesforce App Exchange. App requires standard Salesforce license. Contact your Client Service Advocate for setup assistance.

Maintain your independence and increase operational efficiencies. Axos is proud to offer integrated solutions that support RIA technology choice. Optimize your Liberty integration with Axos for Salesforce to: - Create new accounts on Liberty through Salesforce - Retrieve Axos account numbers directly within Salesforce, streamlining your workflow - View accounts, position balances, statements, and assets in transfer - Send DocuSign envelopes from Salesforce for a paperless experience Now available for download from the Salesforce App Exchange. App requires standard Salesforce license. Contact your Client Service Advocate for setup assistance.

As Cybersecurity Awareness Month comes to a close, now is a great time to check in with your business to mitigate threats. Align with a partner that pioneered digital financial services and is committed to providing a secure online experience for clients. To learn more, visit https://lnkd.in/gCSJjtwa..