Integrations /Custodians & Portfolio Management

Get started with Wealthbox + Axos Advisor Services

Modern CRM combined with a modern custodial platform to fuel your firm’s success.

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.

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.”

Mike Watson

Head of RIA Custody at Axos Advisor Services

Get started with Wealthbox + Axos Advisor Services

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