We’re excited to announce a new integration with Axos Advisor Services, 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.
Join us for a live webinar on Tuesday, February 7th at 2pm ET to learn more about the integration between Wealthbox + Axos Advisor Services.
How it works
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.
Advisors are able to view more details for an account to see position details showing the securities that their client owns.
Mike Watson, Head of RIA Custody at Axos Advisor Services
“We’re excited to be partnering with Wealthbox, one of the industry’s leading CRM software solutions,” said Mike Watson, Head of RIA Custody at Axos Advisor Services. “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.”
Andrew Ladwig, Director of Business Development at Wealthbox“We are thrilled to welcome Axos to the Wealthbox partner ecosystem,” said Andrew Ladwig, Director of Business Development at Wealthbox. “Bringing Axos account data into Wealthbox will provide a more complete view of each client directly within the CRM, which will make advisors’ lives significantly easier.”
Enable the Axos integration today to start taking advantage of this new feature!
Join us for a live webinar on Tuesday, February 7th at 2pm ET to learn more about the integration between Wealthbox + Axos Advisor Services.
