Alternative Lending & Treasury Solutions (ALTS)

Your portfolio companies are exceptionally digital. Your bank should be too.

Solutions

Home for the latest products, innovations, and discourse from Axos for the fund manager community.

Fund Focused & Digital

Streamline your fund operations with our modernized digital banking platform

  • Digital banking coupled with deep industry expertise that’s with you anytime, anywhere.
  • Advanced reporting and analytics for insight into funds.
  • Designed for a modern fund manager experience.

Insured & Accessible

Insured Cash Sweeps (ICS) ensures your funds are secure

  • Built right into our digital banking experience, ICS fully insures your deposits.
  • Automatic sweeping that reduces administrative burden while also enhancing security of funds.

Fund Admin Ready

Access that enables fund admins to support clients with efficiency and excellence

  • Dedicated portal for enhanced access and service across clients.
  • Integrations for easier reporting, support, and operations.
  • Secure and simple banking environment for fund operations.

Axos for Funds

When digital experience meets industry expertise, you get Axos.

ALTS Updates

New Subscription Credit Facility

Hybrid Facility

Subscription Credit Facility

Let’s Connect

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Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read Axos Bank’s FDIC Notice.

Advisory services are offered by Axos Invest, Inc., an investment adviser registered with the Securities and Exchange Commission (“SEC”). For information about our advisory services, please view our Form CRS or our ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered by Axos Invest LLC, Member FINRA & SIPC. YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRA’S BROKERCHECK. View the background of this firm, or REVIEW our Form CRS. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Read more information about SIPC on the SIPC web page.

Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success.

Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies.

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All loans and lines of credit are subject to credit approval. Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read the Axos Bank FDIC Notice.