Axos Fiduciary Services®
Simplify the complex.
Address your unique demands head on with comprehensive tools and services that enhance efficiency and compliance.
Relationship-centered services. Client-focused outcomes.
Our priority is to provide you with premium solutions tailored to your evolving case management needs.
Ahead of the challenges. Behind your success.
Navigate your fiduciary challenges and seize every opportunity to equip your team to manage matters with unprecedented efficiency. Benefit from our innovative, evolving services that include:
- Dedicated Support and Training
Continuous tailored education, training, and support that grows with your needs and keeps you ahead in your field. - Optimized Operations
Our commitment to your success ensures efficient processes and superior results. - Streamlined Case Management
Reduce time spent on cases with automated tools. - Effective Claims and Disbursements Management
Achieve precision and speed in creditor distributions and claims.
Services Customers Value.
My relationship with Axos is invaluable. Axos is the first place I call when I notice a problem because they are responsive, competent, and get the problem solved.
“I like having a human being who knows me, understands me, and cares about my problems. Axos is always right there with me to make sure everything goes smoothly. It’s priceless.”
If I ever make a mistake, I have the ability to call the Help Desk at Axos and solve it within a few minutes. I haven’t seen that at any other bank.
Support at every step.
Case Management
Make everything about your case management more efficient with easy-to-use strategies and tools that create smarter workflows throughout your business.
- Comprehensive applications to help you manage cases with ease.
- Whether managing debtor payments, creditor distributions, or government reporting, we make the bankruptcy administration and case management seamless.
Disbursements
Armed with over three decades of experience, our bankruptcy experts are equipped to handle complicated disbursements and tight deadlines. Services include:
- Calculating creditor distributions with interest.
- Disbursements by percentage or set dollar amounts.
- Printing and mailing checks.
Claims Management
Our agile software and team of experts will ensure your process is fast and claims management effective. Our solutions help clients:
- Manage claims and objectives with ease.
- Reserve disputed claims, create sub-classes of claims and manage convenience claims in one location.
- Track workflow with multiple claim status codes.
Training
To ensure continued success, our certified bankruptcy support team will provide a personalized training experience to fit your needs and skills. This includes:
- One-on-one, on-site training so you can manage daily office activities while learning at your pace
- Structured curriculum of core skills, as well as specialized topics focused on your individual office
- Ongoing training opportunities as major changes occur, including staff changes
- Regional and online group meetings to strengthen skills in a collaborative forum amongst peers
Customized Reporting
Using our agile software, you have the ability to create mandatory uniform final reports or standard reports, which can be easily tailored to district requirements. We also provide:
- Gain immediate access to up-to-date financial statements.
- Create annual receipt and disbursement ledgers faster, so you can focus on more important activities.
- Operate more precisely using a customizable chart of accounts.
- Be able to offer the dedicated support your clients deserve.
Electronic Tax Refund Requests
Our innovative tool allows for quick and easy requests for Tax Refund turnovers from the IRS - no paper mailing required.
- Next-day IRS delivery for faster processing and fewer delays.
- The system scans each request for missing or incorrect details and alerts you before submission.
- If the IRS identifies a problem, you’ll receive an email response for quicker corrections.
- Each request is timestamped and saved in your Case Management system for easy tracking.