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
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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
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.
