Axxcess Customized Portfolio Platform
The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers
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
Our Background
Alila Marea Beach Front Resort- Encinitas California: 2100 N. Coast Hwy 101, Encinitas CA 92024
Investment Approach
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 who is looking to improve their current RIA platform or as an operational solution for a high caliber professional thinking of going independent
Allocate to Sleeve Managers...
Track Performance At The
Security, Manager And Account Level
Axxcess Platform Sleeve Strategies...
A TAMP Platform For Accredited Investors And The Advisors That Serve Them
Discuss The Needs Of Your Firm With Our Onboarding Professionals
Research|Managers
And Move Your Business Upstream
PM your own strategy...
Transition timelines are a function of your current firm's relationship with you, your current custodians and client account structure. Generally, if you are working on an independent custodian like Schwab or TD & you do not have restrictive covenants in your employment agreement, we can undertake transitions in as short as 45 days. We have established workflows to allow most transition documents to be signed by clients digitally.
Axxcess provides 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 entire transition with us. Our team members bring a deep understanding of every functional area of wealth planning, investment strategy, regulatory & compliance support and business operations. You and your team will have an exceptional transition experience partnering with us.
Regularly communicating with your clients is necessary, but time consuming, and often your time is better spent elsewhere. That's why we created Channel Marketing, Axxcess Wealth's own advisory marketing service that provides a content experience unique to your clients’ financial allocations. Unlike traditional marketing services, Channel Marketing ensures your clients only receive information directly pertaining to their interests and investments, with content exclusively from the managers they are actually invested with. Leave the marketing to the professionals, and let our team communicate with your clients for you!
Advisor Onboarding
Axxcess Helps Advisors Better Address The Needs Of Their Business
Make a Deeper Impression Wherever
Clients See You
Solutions For Advisors
What You Can Expect
Channel Marketing
Deliver A Client Focused Solution
Outside Account AggregationAxxcess AllocatorBusiness DevelopmentMulti Asset Class PortfoliosAdvisor ExperienceAxxcess TAMP Services
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, fee attribution, hedge and optimize, all from one dashboard.
Stress Testing
Illustrate the impact of economic risks on portfolio models, current clients and prospect’s holdings.
Business Development
A PLATFORM FOR SUCCESS
Confidently and effortlessly manage your marketing and client communications strategies across multiple social channels.
COMMUNICATION IS AT THE CORE OF ADVICE
Multi-channel content delivers your message and content across web/blog, all social media platforms, SMS and inside your client portal. Whether its your own portfolio updates or content curated from external managers, the Axxcess Platform delivers your message with minimal time and effort from you.
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 while reporting on each strategy with performance at the sleeve and security level.
Advisor Experience – Back Office
Managing substantial wealth is an enormous responsibility and 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.
Our 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.