Axos Advisor Services is a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs). Axos Advisor Services is dedicated to helping RIAs and clients realize their full potential and provide them the support they need to manage their practices and clients’ financial futures.
Get a holistic picture of clients’ finances across accounts and institutions
CompleteView is an innovative account aggregation feature built right into Liberty, offering tools that provide you with a clearer view of your total financial situation.
- Financial Insight: See where you stand. When you link your accounts, you will see a real-time view of your total financial life. You can easily access up-to-date account balance information for any of your accounts at any time, anywhere.
- Convenience: Easily monitor your accounts through a single online interface without entering different login credentials for each supported financial institution or account. This can save you time and help facilitate better meetings with your financial advisor.
- Easier Recordkeeping: See your net worth. Avoid having to review multiple statements for a full picture of where you stand. CompleteView aids in simplifying your recordkeeping. By having your financial data collated in one place, you can view your assets and liabilities for a clearer view of your total financial situation.
- Budgeting and Goal Setting: Set spending and saving goals. CompleteView includes several personal financial management features for your convenience. These tools can help you budget, set goals and analyze spending by category, so you know exactly where your money is going.
CompleteView provides data links to more than 14,000 institutions. Clients can add several different types of accounts, including checking and savings accounts from banks, credit unions, and other supported financial institutions; retirement accounts like 401(k) plans; credit cards; mortgages; loans; and annuities.
As part of Axos’ commitment to information and network security, CompleteView utilizes state-of-the-art encryption for data transmissions to keep your account information confidential and secure.
To learn more about CompleteView, please click on the links to the right.