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 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.

Axxcess Platform

Axxcess Platform

WELCOME TO AXXCESS. We are excited to have the opportunity to partner with you.
At a Glance

Axxcess provides a platform service model that helps you implement your firms goals. RIA firms are stuck with legacy systems that don’t offer reconciliation, online portfolio reporting, and multi-manager, multi asset capabilities. You can’t upgrade your systems due to expense, and time. The prospect of changing your legacy systems feels like heart surgery. It is. We can help you make this transition quickly and efficiently.

Working with the Axxcess Platform, our 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 clients’ wealth.

Founded

TAMP Launched

Independed RIAs Supported

BD's Supported

Platform Assets

Home Office

Advisors Supported

Leading Managers

SMA Strategies

Alt Reporting/Billing

2011

2016

25

4.5 B

125+

40+

150+

Yes

Carlsbad, CA

7

SERVICES
We leverage technology to enhance the personal services an Advisor must provide to their clients to stay relevant, and competitive.
Your Relationship with us.
Transform your proposal, IPS generation, account onboarding, and client servicing models
Blend traditional SMA strategies with private equity, private credit, and hedge funds in the same account
Practice management meets client experience. Create rich, integrated reports, and deliver them to your client via paper, mobile, or online portal, or video.

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

Customized Portfolio Platform Sleeve manager and UMA technology with your choice of custodian. 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.

Track performance of each security and strategy

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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.

3

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 industry is grappling between “virtually free” one-size-fits-all model portfolio mindset, and a customized investment portfolio approach for clients.

Investment Approach

  • Axxcess Customized Portfolio Platform- ACPP

    The 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, Millennium Trust.

  • Prospect Portal

    A true differentiation. 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 a fully integrated basis. Enhancing your business does not require you change everything you are doing all at once.