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Axxcess Platform

Our platform is built for the experienced advisor looking to improve its current RIA platform or as an operational solution for a high caliber professional thinking of going independent

Happy Holidays- December 26, 2021

A TAMP Platform For Accredited Investors And The Advisors That Serve Them

The Axxcess Platform helps advisors deliver a wealth management solution that is both scalable and customized for the unique needs of your client base

Deliver A Client Focused Solution

TAMP Services

Partner With Us

Advisor Onboarding

Axxcess Platform

Our Background

Investment Approach

  • Axxcess Customized Portfolio Platform

    The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers

  • Sleeve Managers

    Sleeve Strategy Managers are selected by Axxcess through a rigorous diligence process

  • Advisor Directed

    Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies

  • Advisor Branding

    Custom advisor white labeled client website, reports and planning designed to inform and identity opportunities

  • Advisor Support

    Advisor services, investment operations, portfolio management and trading support

  • Custodial Relationships

    Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers and Millennium Trust

  • Prospect Portal

    Does your prospect experience your reporting and client portal before becoming a client? Do you have to send your prospect to a third party site to aggregate?

  • Practice Management

    End-to-end advisor practice management through the Axxcess Hub; take control of your allocation decisions with our paperless back office, compliance, business analytics and integration

  • We Want To Work With You

    Work on a per account, segment of client or fully integrated basis; enhancing your business does not require you change everything you are doing all at once

EXPERIENCE THE PLATFORM

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The Axxcess HUB includes comprehensive Advisor resources including portfolio proposals and sleeve manager requests, auto ADV delivery and the Axxcess CRM.

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Custom proposals include stress testing and comprehensive risk analysis.

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White Labeled prospect portal takes the client through your onboarding process.

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Auto send IPS, Engagement, and Client Profile forms to your client for docusign, or traditional signature.

Our platform is built for the experienced advisor who is looking to improve their current RIA platform or as an operational solution for a high caliber professional thinking of going independent

Allocate to Sleeve Managers...
Track Performance At The
Security, Manager And Account Level
Axxcess Platform Sleeve Strategies...
A TAMP Platform For Accredited Investors And The Advisors That Serve Them
Discuss The Needs Of Your Firm With Our Onboarding Professionals

Research|Managers

And Move Your Business Upstream
PM your own strategy...

Axxcess Platform

Onboarding

Axxcess supports three different transition models; we support your own independent firm through our high end TAMP solution, via our RIA with the use of our branding (or yours), or we can “incubate” you and your team through your transition until your new firm’s registration is effective.

Your RIA

Axxcess Platform is an accelerator for your RIA. We aim to help you move your business upstream, generate and keep more of your “A” clients, and help you scale your business. No equity. No brand dilution. Just a platform partner that reconnects you and your clients while freeing you from the day-to-day operational challenges of running your RIA.

Join Axxcess

Run your brand and practice from inside our RIA. Leverage our compliance, reporting, billing, extensive trade execution and model management. Axxcess takes no equity in your business and will establish straightforward, competitive economics.

Incubate

If you desire to run your own firm but are challenged to align your objectives and transition timelines, Axxcess will transition you from your current firm on our books and records while you establish your RIA in parallel . Once your firm’s registration is approved, we will support your fully transitioned business to your own RIA with no break in service or disruption to your clients.

Transition timelines are a function of your current firm's relationship with you, your current custodians and client account structure. Generally, if you are working on an independent custodian like Schwab or TD & you do not have restrictive covenants in your employment agreement, we can undertake transitions in as short as 45 days. We have established workflows to allow most transition documents to be signed by clients digitally.

Axxcess provides a custom solution to your transition plan. We will develop a business model strategy, transition project with precise milestones, tasks and execution commitments to you. You will have a dedicated team responsible for your entire transition with us. Our team members bring a deep understanding of every functional area of wealth planning, investment strategy, regulatory & compliance support and business operations. You and your team will have an exceptional transition experience partnering with us.

Advisor Onboarding

Axxcess Helps Advisors Better Address The Needs Of Their Business

Solutions For Advisors

What You Can Expect

Deeper Dive

Plug In And Discover How The Axxcess Platform Can Enhance Your Firm’s Services

Your Relationship With Us

  • Operationalize On Day One

    Building and maintaining systems and investment operations is a significant challenge for advisors. Leverage our platform and enhance your client experience on day one.

  • Customized Portfolio Platform

    Over 200 Third Party SMA and Sleeve Managers integrated into our UMA technology with your choice of custodian. Report, bill and aggregate directed investments with our Private Asset Platform/AIP Model and Trade Rebalancing platform.

  • Working With Axxcess

    Advisor Platform Partners enjoy a fully branded, integrated and reconciled Investment Platform that organizes sophisticated investment approach into a consolidated view of all of their client’s wealth.

Deliver A Client Focused Solution

Build Lasting Client Relationships Through Intelligent Aggregation

Engage your clients with collaborative financial management tools to build stronger relationships. Allow your clients to add outside accounts, lending, and direct investments, directly inside their portal.

Explain Risk. Engage Clients. Research And Allocate Strategies.

Proposal Generation

Generate proposals that include traditional and alternative managers, client risk tolerance attitudes, fee attribution, hedge and optimize, all from one dashboard.

Stress Testing

Illustrate the impact of economic risks on portfolio models, current clients and prospect’s holdings.

Business Development

A PLATFORM FOR SUCCESS

Confidently and effortlessly manage your marketing and client communications strategies across multiple social channels.

COMMUNICATION IS AT THE CORE OF ADVICE

Multi-channel content delivers your message and content across web/blog, all social media platforms, SMS and inside your client portal. Whether its your own portfolio updates or content curated from external managers, the Axxcess Platform delivers your message with minimal time and effort from you.

The Axxcess Platform helps advisors deliver a portfolio solution that is both scalable and customized for the unique needs of your client base

Each custodial account can be sleeved to incorporate advisor directed and third party managed strategies. Apply unique fee schedules on each sleeve while reporting on each strategy with performance at the sleeve and security level.

Advisor Experience – Back Office

Managing substantial wealth is an enormous responsibility and requires experienced advice, specialized knowledge and customized solutions. As your “Chief Services Officer,” we listen and work to understand your practice objectives and recommend innovative, customized solutions precisely targeted to achieve your goals.

Our platform is built for the experienced Advisor looking to improve its current RIA platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition.

Our platform services are designed to overcome traditional limitations imposed by firms seeking to distribute and sell their own products and services. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies. Client investments of all types can be reported comprehensively on the Axxcess Platform.

Experience The Platform

Interested in learning more? Get in touch with us!