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 and seeking a seamless transition.

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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.

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

Background

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.

Your Relationship With Us

Operationalize Day One

Customized Portfolio Platform

Working With Axxcess

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

Sleeve manager and UMA technology with your choice of custodian. Private Asset Platform/AIP Model and Trade Rebalancing platform

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.

Axxcess Platform

Onboarding

Axxcess supports three transition models. We support you and your own independent firm through our high end TAMP solution. You can join our RIA and use your own brand or ours, or we can “incubate” you and your team through your transition until your new firms registration is effective.

Your RIA

Axxcess Platform is an accelerator for your RIA. Axxcess can 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, and frees you from the operational challenges of running your RIA.

Join Axxcess

Run your brand and your practice from inside our RIA. Leverage our compliance, reporting and billing , and 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 parrellel . Once your firm ‘s registration is approved, we will port you fully transitioned business to your own RIA, with no break in service or disruption to your clients.

How we work

Advisor Onboarding

Axxcess will provide 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 transition with us. We bring a deep understanding of every functional area of wealth planning, investment strategy, regulatory and compliance support, and business operations. You and your team will have an exceptional transition experience partnering with Axxcess.

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What you can expect

Axxcess helps Advisors better address the needs of their business.

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

GET STARTED

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.

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 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.

Portfolio

Reporting

Planning

Our Advisor Partners can deliver sensible, effective advice, customized and built around and in support their brand, not ours. Axxcess operates an open architecture, with a full array of services to support your firms wealth management and investment advisory services

Integrated delivery of sophisticated goal-based financial plans that integrate seamlessly with investment plans.

We utilize industry-leading rules-based re-balancing that seamlessly scales across asset class and individual holdings. Our sleeve strategy approach creates management efficiency and lower cost.

We create highly customized proposals and statements to ensure reporting meets your needs.

GET STARTED

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.

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 and fee attribution, hedge and optimize, all from one dashboard.

Stress Testing

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

Business Development

A PLATFORM FOR SUCCESS

Successfully manage your marketing and client communications strategies across multiple channels.

COMMUNICATION IS AT THE CORE OF ADVICE

Multi Channel content delivers your message and content across web/blog, social media, SMS, and from within your client portal. Whether its your own portfolio updates, or content curated from external managers, with the Axxcess Platform your message is delivered omni channel.

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, and report on each strategy , with performance at the sleeve, and security level for each strategy.

Advisor Experience- Back Office

Managing substantial wealth is an enormous responsibility. It 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.

Axxcess 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

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.