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Stock impact report

Axos Clearing Partners with Envestnet to Deliver Managed Account Solutions [Yahoo! Finance]

Axos Financial, Inc. (AX) 
Company Research Source: Yahoo! Finance
OMAHA, Neb., November 01, 2024 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, our comprehensive platform for advisory and operational solutions." Envestnet's managed Show less Read more
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