Platform Independent
We leverage our Axio Acceleration Platform and our Platform Partners including SIMON and Luma as preferred by each Registered Investment Advisor, Bank Advisor or Broker Dealer Advisor. We are platform-independent and full service.
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.
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 and Fixed Income lifecycles.
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
Questions? Contact us today.
NEW YORK
489 Fifth Avenue
15th Floor
New York, NY
10017
Financial Advisors: 877.346.7763
TORONTO
22 Adelaide St. W,
Suite 2030
Toronto, ON
M5H 4E3
General Inquiries: 646.863.7240
FLORIDA
151 NE 5th Ave, C-6,
Delray Beach, FL,
33483
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Securities offered through Axio Financial LLC, member of FINRA and SIPC.