COMING SOON: Axos for Salesforce

We are thrilled to announce the upcoming launch of Axos for Salesforce managed package, set to debut on the Salesforce App Exchange soon!

Axos for Salesforce empowers you to efficiently manage your Axos Advisor Services accounts directly within your own Salesforce instance. This package ensures seamless account management and streamlined data integration with Liberty using our Axos Advisor Services Liberty APIs. 

Here's a sneak peek at what you can expect:

• Effortless Account Creation: Seamlessly create accounts on Liberty directly from Salesforce.
• Instant Updates: Receive Axos account numbers directly within Salesforce, streamlining your workflow.
• Digital Convenience: Send DocuSign envelopes from Salesforce for a smooth, paperless experience. 

And that's just the beginning! Throughout 2024, we will be rolling out a suite of powerful features designed to enhance your client experience and boost operational efficiency. Stay tunes for more updates and information. 

Questions? Please reach out to your Client Service Advocate.