Get Started with Wealthbox + Axos Advisor Services

Overview

Axos Advisor Services, is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support. The integration between Axos and Wealthbox provides advisors with the ability to bring Axos financial account information directly into a Wealthbox contact record. Advisors are able to see Axos account details, account balances and positions right within Wealthbox. Having a client’s account details and holding information displayed within Wealthbox helps provide a more comprehensive view of what is happening with a particular client, all within the advisor’s CRM.

After an advisor enables the Axos integration, Wealthbox will receive client account details from Axos, which will match to Wealthbox clients based on SSN. Wealthbox’s auto-match feature saves advisors time by eliminating the manual linking of clients between systems.
On the Axos tab, all matching Axos accounts are listed as well as the account types and account market values.
In the contact card, advisors are able to view more details for an account to see position details showing the securities that their client owns.

Webinar Recording

How Advisors Custody with Axos and Use Wealthbox CRM

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Resources

Blog Post

“Wealthbox’s modern product design and intuitive user experience makes it an effective tool for independent RIAs. As we empower advisors to more efficiently manage and grow their businesses, we believe our integration with Wealthbox is another example of delivering the well-designed technology RIAs need to be successful.”