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features
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support

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Description

Upon establishing an Axos Invest account, we will suggest a tailored investment portfolio that takes into account your time frame, risk tolerance, and expected returns in order to formulate a strategy that aligns with your preferences. Although our Managed Portfolios are designed for precision and efficiency, they remain adaptable to your needs. Beyond simple rebalancing, should you revise your personal information or financial objectives, we will modify your portfolio to ensure you stay on track towards achieving those goals. It's crucial to consider both your immediate and future financial aspirations, whether that involves saving for an upcoming vacation, accumulating funds for a home down payment, or creating a safety net through an emergency fund. Our team is here to assist you in crafting an investment plan tailored to your objectives. Furthermore, we will help you assess how much you can contribute towards retirement while setting clear investment targets, whether through an individual automated investment account or a Traditional or Roth IRA, providing comprehensive support throughout your investment journey. Ultimately, our aim is to empower you to take charge of your financial future.

Description

FutureAdvisor collaborates with wealth management firms to enhance asset growth, improve operational efficiency, attract new client demographics, and engage the upcoming generation of investors. By leveraging well-founded portfolio management strategies and industry-leading practices, we tailor our approach to fit your specific circumstances and your current investment portfolio. We prioritize the use of your existing assets to reduce turnover and lessen tax implications. Whenever appropriate, we incorporate low-cost index funds to enhance portfolio diversification. This method not only streamlines your investments but also positions you for long-term financial success. Ultimately, our goal is to empower you with tailored solutions that reflect your unique financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axos Bank
MoneyGuide
RightCapital

Integrations

Axos Bank
MoneyGuide
RightCapital

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

0.5% Fee
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Axos Financial

Founded

1999

Country

United States

Website

www.axos.com/invest/managed-portfolios

Vendor Details

Company Name

BlackRock

Country

United States

Website

www.blackrock.com/futureadvisor

Product Features

Product Features

Alternatives

Alternatives