Axio Financial Revenue and Competitors

Axio Financial flexibly and efficiently provides full service throughout the entire structured product lifecycle. We serve RIAs, Broker Dealer Advisors, and Bank Advisors. We provide market linked notes, market linked CDs, diverse structures, and transparent pricing. Axio Provides: • Low Cost Flexibility by working with Home Office guidelines and platforms as desired with customized interaction models throughout the structured product lifecycle. • Comprehensive Offerings by working with 24 issuers and over 50 structures. This allows us to offer competitive pricing as market dynamics change across a comprehensive set of CD and Note Structures. • Lifecycle Management by using the Axio Acceleration Platform, SIMON, Luma, SI 360, or Halo as required to proactively manage the full lifecycle from idea generation through maturity. • Calendar and Custom Products by working with our issuing partners to develop comprehensive calendars based on current market conditions. We rapidly and flexibly price reverse inquires across our issuer base. • Portfolio Analysis. We review ideas and back-testing, and present carefully selected structured product investments to meet the advisors' and end-clients' portfolio objectives. Axio Communicates: • Observation Dates by monitoring underlier and CUSIP performance. • Coupon Payment Dates by monitoring underlier and CUSIP performance. • Called CUSIPs by notifying and analyzing current opportunities. • Daily At-Risk Measurement through Barrier Analysis and other reporting and analysis to monitor underlier and CUSIP performance, risk, and opportunities. • Secondary Trading Opportunities by monitoring secondary prices and other related advantageous trading opportunities during the product lifecycle. • CUSIPs Approaching Maturity by notifying and analyzing current opportunities. Learn more about us at www.axiofinancial.com and contact us to find out more about current offerings.