Axos for Salesforce

By Axos Financial

Rating: Not rated yet
Reviews: No reviews yet
Pricing: Free
Listed since: 2024

About Axos for Salesforce

Open and manage investment accounts with Axos Advisor Services

Axos for Salesforce is built to empower RIAs. Open and manage accounts on behalf of your clients within your own Salesforce instance. Leverage your Salesforce data to expedite processes and streamline workflows. App requires standard Salesforce license.

Highlights

Expedite your processes using your Contact and Account records to prefill Axos workflows.
Holistic account opening – including sending documents for eSignature – without leaving Salesforce.
Manage existing accounts – even those created outside of Salesforce.

Screenshots

Pricing

Free.

Compatibility

Works with: Sales Cloud
Service Cloud
Salesforce editions: Essentials
Professional
Enterprise
Unlimited
Performance
Developer
Lightning Experience: Supported
Salesforce mobile app: Not supported
Salesforce security review: Passed on October 9, 2024
Industries: Financial Services
Languages: English