Axos InvestAxos Financial
|
||||||
Related Products
|
||||||
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
Rapidly build proposals, aggregate external assets, and understand estates. Cut down tedious tasks by 95%, freeing up time to deliver exceptional service to your clients. An AI agent that reads and analyzes documents with human-level accuracy, but much faster. Automatically organize portfolios by account type, number, entity, tax status, and asset classification. Our generative-AI-powered parser instantly converts PDFs, images, faxes, and scans into clean, structured data ready for analysis. Identify concentration risk within a portfolio. Demonstrate how reducing expenses can lead to better long-term outcomes. Align a portfolio's long-term goals by creating a custom portfolio. Categorize assets using an expanding database of over 40,000 public and private securities. Powder's chatbot provides instant, intelligent assistance for a wide range of tasks, enhancing productivity and accessibility to information.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Anyone looking for an online brokers and trading solution
|
Audience
Organizations and anyone in search of an AI agent to improve their precise document analysis operations
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$500 per month
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationAxos Financial
Founded: 1999
United States
www.axos.com/invest/managed-portfolios
|
Company InformationPowder
United States
www.powderfi.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Axos Bank
Supported
MoneyGuide
Supported
RightCapital
Supported
|
Integrations
Axos Bank
Not Supported
MoneyGuide
Not Supported
RightCapital
Not Supported
|
|||||
|
|
|