Crystal Capital Partners has formed a partnership with Axos Advisor Services, a provider of comprehensive custody and securities clearing services to registered investment advisers (RIAs) and independent broker-dealers. This partnership will integrate the Crystal and Axos platforms, providing Axos clients the ability to seamlessly execute separately managed private fund portfolios utilizing a conflict-free approach to manager selection and turnkey operational solution.
By integrating Axos into the Crystal platform, financial advisers will gain access to an even broader range of tools and resources, including intuitive technology and expert consulting support, all conveniently available through Axos’s all-in-one interface.
In turn, financial advisers using Axos who are allocated to alternative investments through Crystal’s platform will benefit from being able to manage and view all their assets in a consolidated fashion. This integration offers access to more than