Axos Advisor Services and Redtail

I just attended the client success panel for Axos. Years ago they started and integration so that you could open a new account from Redtail with the Axos Integration. That was many years ago and then it didn't go any further. Now Axos has created the APIs so things like being able to have a 360 on things like address/contact info changes would only need to be entered in one place. We are looking for the best way to contact Redtail to help in that capability. Axos has hired several upper level TD people recently who would like us to be able to do most everything with them through our Redtail rather than jumping back and forth and entering twice.

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