Axos for Salesforce
Open and manage investment accounts with Axos Advisor Services
Overview
Axos for Salesforce is built to empower RIAs. Open and manage accounts on behalf of your clients within your own Salesforce instance. Leverage your Salesforce data to expedite processes and streamline workflows. App requires standard Salesforce license.
Expedite your processes using your Contact and Account records to prefill Axos workflows.
Holistic account opening – including sending documents for eSignature – without leaving Salesforce.
Manage existing accounts – even those created outside of Salesforce.
Axos for Salesforce is built to empower RIAs. Open and manage accounts on behalf of your clients within your own Salesforce instance. Leverage your Salesforce data to expedite processes and streamline workflows. App requires standard Salesforce license.
Categories
- Business Needs
- Finance
- Industries
- Financial Services
- Personas
- Business Operations ManagerBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package