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Fintech Integration Marketplace / Wealth Management / Custodian

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AXOS Clearing

Axos Clearing is a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors. For more than 18 years we’ve been providing flexible clearing and custody solutions focused on empowering our correspondents to grow their businesses.

Our technology offerings and partnerships with top industry providers enable the firms we serve to effectively navigate changes and employ the latest advancements in the financial services space. Our experienced team provides relationship based service, getting to know each business to provide the support needed.

In 2019 we became a subsidiary of Axos Financial, a NYSE-listed company with over $1 billion of capital.

Website

https://www.axosclearing.com/

Contacts

businessdevelopment@axosclearing.com

https://www.linkedin.com/company/axosclearing/

AXOS Clearing
  • Securities Clearing and Settlement
  • Securities Lending & Fully Paid Lending
  • Platforms & Broker Workstations
  • Cash Management
  • Performance Reporting Tools
  • Safeguarding Client Assets & Information
  • Retirement Plans
  • Value-Added Services
  • Wealth Management
  • Portfolio Margin
  • Investor Communications
AXOS Clearing

Companies that integrate with AXOS Clearing

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning

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AXOS Clearing

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