Axos Invest

Axos Invest

Axos Financial
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About

When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy. Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals. Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA.

About

​Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone looking for an online brokers and trading solution

Audience

Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1,188 per year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Axos Financial
Founded: 1999
United States
www.axos.com/invest/managed-portfolios

Company Information

Nitrogen
Founded: 2011
United States
nitrogenwealth.com

Alternatives

Alternatives

Categories

Categories

Integrations

RightCapital
AdvisorEngine
Altruist
Asset-Map
Axos Bank
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
MoneyGuide
Morningstar
MyRepChat
NetX360
Redtail CRM
Salesforce
Snappy Kraken
VISE
eMoney

Integrations

RightCapital
AdvisorEngine
Altruist
Asset-Map
Axos Bank
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
MoneyGuide
Morningstar
MyRepChat
NetX360
Redtail CRM
Salesforce
Snappy Kraken
VISE
eMoney
Claim Axos Invest and update features and information
Claim Axos Invest and update features and information
Claim Nitrogen and update features and information
Claim Nitrogen and update features and information