Platform Independent

We leverage our Axio Acceleration Platform and our Platform Partners including SIMON, Luma, SI 360, and Halo as preferred by each Registered Investment Advisor, Bank Advisor or Broker Dealer Advisor. We are platform-independent and full service.

Axio Acceleration Platform

Axio’s Enterprise Database smartly empowers a sophisticated CRM solution to optimize our sale team’s efficiency and service level.

Enterprise Data Warehouse

Axio integrates multiple data sources on a nightly, weekly, and monthly basis to ensure that the Axio Acceleration Platform is always current with data and related analytics.

CRM Complex

Axio’s customized CRM complex integrates Salesforce for core CRM functionality, with NewVoiceMedia advanced soft dialer, Pardot email marketing interaction, 1:1 Microsoft Outlook email correspondence and VOIP.

Multiple Reporting Solutions

Axio leverages multiple reporting interfaces to meet the diverse requirements related to the full Structured Products lifecycle.

The Axio Exchange

Axio’s integrated Web Application provides Axio’s Sales Team with Full Lifecycle Management, Current Offerings, Secondary offerings & other value-added functions.

Axio Platform Partners

Axio partners with our Platform Partners as selected by each RIA, Bank or Broker Dealer.

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NEW YORK
489 Fifth Avenue
15th Floor
New York, NY
10017
212.596.3393

TORONTO
22 Adelaide St. W,
Suite 2030
Toronto, ON
M5H 4E3
416.628.8460

FLORIDA
151 NE 5th Ave, C-6,
Delray Beach, FL,
33483
561.945.8140

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