www.axxcesswealth.com

Axxcess Platform

Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice.

Did you see us present the Prospect Portal at Orion Ascent and want to know more?

The Axxcess 2018 Annual Conference is at the Cape Rey Hilton, Carlsbad, CA on November 30th

Register

PRIVATE ASSET

Private Equity | Hedge Funds | Real Estate

Your clients have done a deal. They own L.P. interests, private equity, or funded an early stage venture. You can't report on it, and you can't track it. The Axxcess Platform can. Our platform tracks and reports on Real Estate, Private Equity, and Private Credit. Report return, capital commitments, and capital called.

Reporting

Investment Operations

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RIA FOCUS

Prospect Portal

AGGREGATION | ONBOARDING | SCALE

Axxcess has developed a prospect portal technology that allows you to revolutionize your business development process. Prospects on-board their outside accounts from within your branded client portal. Create proposals, financial plans, risk analysis, and engage your prospects in a way other Advisors simply can't.

DATA INTEGRATION

ADVISOR DIFFERENTIATION

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Business Development

TAMP/UMA

MULTI-ASSET CLASS | CUSTODIAL CHOICE

Axxcess has a solution to help your client track, report and bill on their total wealth. Having built our firm running family offices, we understand this challenge. Integrate tactical, strategic equity and ETF strategies alongside fixed income, options overlay, and private investments- all in a single brokerage account. Track, monitor and report on each strategy at the sleeve level.

INVESTMENT OPERATIONS

Trading and Rebalancing

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AXXCESS PLATFORM

Multi Asset TAMP/UMA

Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

Your high net worth clients have made directed investments. They own LPs, Real Estate, and shares of private companies. Axxcess has a solution to help your client track, report and bill on their total wealth. Having built our firm running family offices, we understand this challenge.

Upgrade your practice

Work with us on an account by account basis, or accross your entire practice.

We have found that if you can help your client track and report on their inefficient assets, their liquid assets will come under management. Track, bill, and report on directed investments in the same account that houses traditional SMA, Fixed Income, Mutual Fund, and ETF strategies. Report, monitor, and analyze hedge fund, private equity, private credit and real estate within the same Advisor branded report portal.

Integrated middle and back office

Our integrated technology creates a seamless solution. Build meaningful proposals after on-boarding your clients through your white labeled prospect portal. Create a paperless environment that generates client engagement.

Engagement, Client Profiling, and IPS workflow management automate and increase efficiency in your practice.

Platform Partnership for CPA’s and Attorneys

CPA’s and Attorneys can partner with Axxcess to deliver our platform to their clients. Our transparent fee-only relationship can be structured to support your firms unique business model. Deploy our resources to support your firms pooled retirement accounts, the Partners own personal accounts, and provide differentiated services to your clients.

Axxcess helps Advisors better address the needs of their business.

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.

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

How does the Axxcess Platform work?

Integrate third party managed strategies in a single account while tracking all your holdings in one place.

  • Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.
  • Performance reporting at the household, registration, account, security and strategy levels.
  • Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.
  • Implement investment strategies using institutional separate account managers.

  • Blend ETF, fixed income, and mutual funds in the same account as your managed strategies.

  • Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.

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.

Plug in and discover how the Axxcess Platform can enhance your firms services.

Client Focused

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.

Axxcess has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns relative to their benchmarks.

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Step 1: Axxcess Hub connects you with critical client workflows, practice management, and investment resources.

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Step 2: Comprehensive practice management resources including the AxxcessCRM, campaign and lead management, proposal and account opening tools.

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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.

The Axxcess Platform Integrates with many existing technologies to create efficiency across your practice

Build Lasting Client Relationships Through Intelligent Aggregation

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.

Explain Risk. Engage Clients. From Hello-to-Close.

Proposal Generation

Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.

Stress Testing

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

Where Innovation Meets Advice

A PLATFORM FOR SUCCESS

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.

PLANNING AT THE CORE OF ADVICE

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.

The World’s First Risk Alignment Platform.

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..

Financial Planning MoneyGuidePro®

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.

The Financial Product Platform for the Independent Wealth Manager

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.

Experience the 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 and seeking a seamless transition.