​Our quarterly Virtu Execution Scorecard has been updated for the second quarter of 2024 in the Quick Links section.

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. 

Adding solo(k) plans to your offering is a great way to support your self-employed and small business owner clients with a valuable retirement savings option. 

About Solo(k) Plans 
Solo 401(k) plans can be a pivotal component of a well-rounded investment portfolio, important for many clients with self-employment income. A solo(k) offers the same opportunity to save for retirement as a traditional 401(k), using pre-tax, Roth, and employer contributions, but with easier tax and compliance requirements due to the lack of employees. Understanding these plans empowers you to address the specific needs of entrepreneurs and small business owners. 

Benefits of Solo(k) Plans 
Flexibility: Solo(k)’s can be funded with a combination of employee salary deferrals and employer contributions. 
Tax Advantages: Both pre-tax and designated Roth contributions are allowed, providing tax-saving opportunities. 

Learn more 
To better understand the value of solo(k) plans and how to integrate them into your service offerings effectively, we invite you to explore our detailed solo(k) Frequently Asked Questions in the Quick Links section.  ​