Axos Advisor Services’ Post

FusionIQ, a provider of cloud-based wealth management solutions for financial advisers, announced a mutual referral agreement with interVal, a provider of software that empowers wealth management firms and others with automated insights for small and medium-sized businesses across North America. The collaboration is expected to transform how advisers leverage “wealthtech” to deliver business health and growth opportunities for clients. FusionIQ interVal Mark Healy Trevor Greenway Peter Brittain Jim Cott #FusionIQ #registeredinvestmentadviser #RIA #independence #digitalplatform #financialservices #InteractiveBrokersCanada #interVal #wealthmanagement #cloud #wealthtech #boomers #financialadvisers

The all-in-one tech trend is changing how financial advisors do business, and there's no all-in-one platform that's higher rated in industry surveys than Advyzon . John Mackowiak is quoted in this recent article from Financial Planning, highlighting our recent integration enhancements with TradePMR and our commitment to continually improving our solutions in order to support advisors as effectively and efficiently as possible. Read more: https://lnkd.in/gzSFFV5E

We're very aware that comparing digital asset registers and equipment management services is not easy. There are always multiple views and users to consider. We want to make the comparison as easy as possible. In our blog, you'll find tools as well as a downloadable template for comparing services. https://lnkd.in/dj3mVQcf

Your RIA is Growing—But Can Your Tools Keep Up? 🚀 Managing $50 million in AUM? No problem. But hit $250 million, and suddenly your trusty old systems are waving the white flag. 😅 The spreadsheets and pieced together processes that worked like a charm early on are now buckling under the pressure, and the operational headaches are piling up. Don’t let your growth hit a wall! Check out our latest blog on the best tools for RIAs to keep your business scaling smoothly without the chaos. Because growth shouldn’t feel like holding everything together with duct tape. 😉 #RIAGrowth #ScalingYourRIA #FintechTools #SmartKx #NoMoreSpreadsheets https://lnkd.in/gAQV5vWp

Unlocking 🔓 your data potential to grow AUM. Managing data efficiently is essential for financial services firms. However, many are still dependant on legacy systems which limit the effectiveness of their Portfolio Management capabilities. FINBOURNE Technology. 🔗 Read the full article on Investment IQ: https://lnkd.in/eWJiZ7FF #financialadviser #investment #investmentmanagement #finance

In today’s dynamic financial landscape, financial technology (fintech) plays a pivotal role in empowering financial advisors to better serve their clients, streamline operations, and stay ahead of the curve. Learn how embracing the right tech stack may aid in building a successful practice in our new guide. https://hubs.ly/Q02sCj8v0

Unlocking 🔓 your data potential to grow AUM. Managing data efficiently is essential for financial services firms. However, many are still dependant on legacy systems which limit the effectiveness of their Portfolio Management capabilities. FINBOURNE Technology. 🔗 Read the full article on Investment IQ: https://lnkd.in/eWJiZ7FF #financialadviser #investment #investmentmanagement #finance

See 👇why tracking and efficiently managing your organization's fixed assets throughout their lifecycle with the cloud-based platform from Asset Panda can accelerate productivity and save you millions. #assetmanagement

See 👇why tracking and efficiently managing your organization's fixed assets throughout their lifecycle with the cloud-based platform from Asset Panda can accelerate productivity and save you millions. #assetmanagement

At Etops, we're seeing firsthand how digital tools are transforming wealth management—from real-time client access to more thoughtful investment strategies and streamlined compliance. Want to stay ahead in this evolving landscape? Check out our latest blog post to see how digital platforms are reshaping the industry. #WealthManagement #DigitalTransformation #wealthtech #Etops https://lnkd.in/dyvc6HJz