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Christiane Agee
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3 Benefits of Real-Time Data

We’re spoiled by expecting immediate transactions, whether we’re buying a gift on Amazon or buying and selling equities. Real-time electronic data protocols, like FIX (Financial Information eXchange), facilitate the instantaneous updates that notify you of the...

4 Mistakes to Avoid When Switching Custodians

There’s no question that switching custodians is a big undertaking for an RIA. But making a change is well worth the effort if it means you can offer better support, products, or services to your clients. If you are considering transitioning to a new custodian,...

Meet Our Team: Dan Opperman, Chief Technology Officer

Today, Dan Opperman is our Chief Technology Officer here at Axos Clearing. But how did this competitive, lifelong lover of finance get here? When Dan started his first job with Bell Communications Research, his colleagues told him the bank recruiters would be...

The Value of APIs

Over the years, firms have constantly rotated between proprietary technology and using shared concepts and resources. While there are many benefits to home grown or custom designed systems, initial development costs and the ongoing maintenance of those can limit...


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