Axos Clearing Partners with Envestnet to Deliver Managed Account Solutions
Axos Financial, Inc. (AX)
Company Research
Source: Business Wire
The partnership will enhance client service and streamline operations for hybrid firms and their advisors OMAHA, Neb.--(BUSINESS WIRE)--Axos Clearing, a subsidiary of Axos Financial Inc. (NYSE: AX) and a leading clearing firm that combines innovative technology with personalized service, today announced a strategic partnership with Envestnet, a provider of integrated technology, data intelligence, and wealth solutions. The partnership will integrate Envestnet’s managed account solutions into Axos Clearing’s Axos Complete portal, empowering hybrid broker-dealers (BDs) and registered investment advisers (RIAs) to enhance client service and streamline operations."Partnering with Envestnet to integrate their managed account technology into our professional workstation allows us to provide our clients with the tools and technology they need to thrive in a fee-based advisory model," said David Crow, EVP, Head of Axos Clearing. "This is a key step as we continue developing Axos Complete,
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News
- Axos Financial, Inc. to Announce Second Quarter Fiscal 2025 Results on January 28, 2025 [Yahoo! Finance]Yahoo! Finance
- Axos Financial, Inc. to Announce Second Quarter Fiscal 2025 Results on January 28, 2025Business Wire
- Those who invested in Axos Financial (NYSE:AX) five years ago are up 164% [Yahoo! Finance]Yahoo! Finance
- Axos Financial, Inc. (NYSE: AX) was upgraded by analysts at StockNews.com from a "sell" rating to a "hold" rating.MarketBeat
- Axos Financial, Inc. (NYSE: AX) had its price target raised by analysts at Keefe, Bruyette & Woods from $74.00 to $91.00. They now have a "market perform" rating on the stock.MarketBeat
AX
Earnings
- 10/30/24 - Beat
AX
Sec Filings
- 12/18/24 - Form 4
- 11/27/24 - Form 4
- 11/26/24 - Form 144
- AX's page on the SEC website