Axos Fiduciary Services®
Intuitive Software. Indispensable Partnership.
Streamline your operations and stay confidently compliant with intuitive case management software designed to fit seamlessly into your business.
Next-generation case management for this generation’s fiduciaries.
We pair personalized guidance with intelligent tools — empowering fiduciary professionals to operate efficiently and securely. Through robust security and user-friendly design, our platform serves as a customized interface that fits your unique needs, with the benefit of advanced security protocols and data encryption.
- Custom-Fit Technology
Adapt the interface and tools to fit your unique needs. - Uncompromised Security
Safeguard your operations with advanced protocols and encryption. - ECF Made Simple
Maintain compliance with integrations that align to your legal requirements. - Secure and Organized
Manage and deliver documents securely without leaving the platform.
Trustee Case Management Software
Learn how we can help you manage your case administration.
Experience a comprehensive case management solution.
- Complete support for Electronic Court Filing (ECF) making compliance with bankruptcy regulations easy
- 24/7 access to live case records and ECF documents from any location with internet
- Automatically and securely deliver categorized information and ECF documents
- Seamless integration with Outlook, Word and Excel
- Ability for multiple users to work on the same case simultaneously
- Automatic alerts of another user’s input within the same field
- Grant access to authorized parties with extensive security and data encryption
- Security privileges and data segregation customizable by user
- Seamless system maintenance and backup without client IT overhead
- Document Delivery Portal (DDP) integration
- Customizable security privileges with data segregation options
- Extensive security, data encryption and authorized-only access to keep information confidential and secure