Crystal Capital Partners and Axos Advisory Services integrate platforms
31 October 2023 US
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Custody and securities clearing services firm Axos Advisor Services and alternative investment platform provider Crystal Capital Partners have integrated their platforms as part of a strategic partnership.
Axos clients will gain access to Crystal’s manager selection and turn-key operational solution, which includes streamlined transactional processes and integrated reporting.
Financial advisors will also be able to manage and view all their assets in a consolidated way, with access to more than 50 alternative investment funds. They will also benefit from access to a range of tools and resources, including Crystal’s proprietary portfolio management tools and the ability to execute separately managed private fund portfolios.
Commenting on the partnership, Robert Hellman, vice president for offer strategy and client experience at Axos, says: “We are thrilled to partner with Crystal Capital Partners. Together, we recognise the evolving needs of independent financial advisors in today's marketplace.
“Our partnership aims to harness the strengths of both organisations, ensuring that advisors have access to a broader spectrum of alternative investments, streamlined processes and industry-leading custodial solutions.”
Axos clients will gain access to Crystal’s manager selection and turn-key operational solution, which includes streamlined transactional processes and integrated reporting.
Financial advisors will also be able to manage and view all their assets in a consolidated way, with access to more than 50 alternative investment funds. They will also benefit from access to a range of tools and resources, including Crystal’s proprietary portfolio management tools and the ability to execute separately managed private fund portfolios.
Commenting on the partnership, Robert Hellman, vice president for offer strategy and client experience at Axos, says: “We are thrilled to partner with Crystal Capital Partners. Together, we recognise the evolving needs of independent financial advisors in today's marketplace.
“Our partnership aims to harness the strengths of both organisations, ensuring that advisors have access to a broader spectrum of alternative investments, streamlined processes and industry-leading custodial solutions.”
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