Axio Acceleration Platform
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.
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 and Fixed Income lifecycles.
The Axio Exchange
Integrated custom web applications using the Axio Sales Exchange & Axio Data Exchange.
Axio Platform Partners
489 Fifth Avenue
New York, NY
Financial Advisors: 877.346.7763
22 Adelaide St. W,
General Inquiries: 646.863.7240
151 NE 5th Ave, C-6,
Delray Beach, FL,