AXA Financial has selected California-based portal infrastructure provider Verity to deliver an online financial planning and advisory system for employees and customers.
Through AXAonline.com, the firm's team of 7500 financial advisors can access client management tools, applications, forms, market updates and a range of financial advisory information. In addition, more than 2.5 million US customer households can use the site for information regarding financial planning, retirement planning, education funding, estate planning, insurance and annuities, asset gathering, wealth management and asset allocation.
Don Buskard, senior vice president and chief technology officer for AXA Financial's client solutions subsidiary, says: "We want to give our customers the information they need to make wise financial decisions while simultaneously offering our financial professionals a single location to retrieve information they need to do their jobs."
Using Verity's query technology, employees and customers can connect to various information sources for account and portfolio management, search through libraries of resources and take advantage of interactive planning tools.