Unlocking the Power of Liberty: Streamline Your Trading with Advanced Rebalancing and Modeling - Axos Advisor Services

Description

Join Brandon Mabie with Axos Advisor Services for an in-depth review of the Liberty trading platform, designed to optimize rebalancing and modeling. Discover how our platform empowers you with cross model trading, composite remodeling, consolidated asset management trading, and block trading within a UMA construct. Additionally, explore features such as performance reporting, billing capabilities, and tax management tools, all aimed at enhancing your trading efficiency and effectiveness. 

About the presenter: Brandon Mabie is a Technology Consultant with over 8 years of experience in the financial services industry, having held roles in sales, client service, and technology at Axos Advisor Services. His expertise lies in understanding the challenges financial advisors face—from business operations and client service to industry trends and technology needs. He is a graduate of the University of Wyoming, where he earned a Bachelor's degree in Business Administration with a minor in Finance, and he holds Series 7 and 63 licenses.