When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.
Omaha, Nebraska-based Axos Clearing, a subsidiary of Axos Financial, has partnered with wealthtech platform Envestnet.
Axos ONE is a savings and checking bundle where you can deposit your cash, earn interest, withdraw from an ATM, transfer money and more all from bank’s mobile app.
The partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
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