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Axos for Salesforce

By Axos Financial

Open and manage investment accounts with Axos Advisor Services

No Ratings
Free  

Never requires payment

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Industries
Financial Services
Business Need
Finance
Requires
None
Compatible With
Sales Cloud
Service Cloud

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.

Highlights

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.

Provider Details

Axos Financial

Pricing Details

Free

You can fully use this solution without payment.