Onboard your prospects in the same Advisor environment they use to access their accounts when they are clients. Add outside accounts using our aggregation technology in your own branded environment. Create proposals, IPS, and scenario analysis without having to enter a single ticker by hand. All within your Advisor environment.
Using technology to create an integrated P and L for a 3c1 or 3c7 investor’s Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity and Private Credit will help you deliver a valuable service where virtually none exists in our space.
With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your wealth- both online and on paper. We will brand your portal application for your clients to download from the Apple App Store, and Google Play for Android.
The Axxcess HUB includes comprehensive Advisor resources including portfolio proposals and sleeve manager requests, auto ADV delivery and the Axxcess CRM.
Custom proposals include stress testing and comprehensive risk analysis.
White Labeled prospect portal takes the client through your onboarding process.
Auto send IPS, Engagement, and Client Profile forms to your client for docusign, or traditional signature.
Integrate third party managed strategies in a single account while tracking all your holdings in one place.
We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.
Step 1: Axxcess Hub connects you with critical client workflows, practice management, and investment resources.
Step 2: Comprehensive practice management resources including the AxxcessCRM, campaign and lead management, proposal and account opening tools.
Step 3: We will build and brand a rich Advisor environment that takes your prospect through a rich onboarding experience that is paperless for the Advisor. Aggregate and onboard external client assets without ever needing a paper statement.
Engage your clients with collaborative financial management tools to build stronger relationships. Wealth Access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help your firm grow.
Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.
Illustrate the impact of economic risks on portfolio models, current clients and prospects’ holdings.
Don’t settle for a piecemeal solution. Our comprehensive, integrated wealth management platform supports your business goals holistically.
Your deep-rooted expertise. Our innovative wealth management technology. One unwavering dedication to helping you and your clients succeed.
We’re talking planning goals, not products and gains. Build trust on a platform designed to keep planning at the foundation of the experience you deliver.
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability..
MoneyGuidePro®, created by PIEtech℠, makes the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.
We streamline access to a wide range of financial products to give you a competitive advantage. With more options to choose from, you can offer greater diversification to existing clients — and attract new ones.
