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Advisor Solutions

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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STRONG CLIENT RELATIONSHIPS

Axxcess has in-depth knowledge of RIA firms’ growth and operational objectives, and has designed its platform to help them implement solutions that accomplish these goals.

Unique understanding of advisor branding & growth

Axxcess has been included in America's Best TAMPS for the last SEVEN consecutive years. Axxcess has also been ranked the THIRD fastest growing TAMP and FIFTH fastest growing RIA in 2024, respectively, among registered participants.

Scalability & Flexibility of Platform

The Axxcess Platform transforms your proposal, onboarding and client servicing models. We use technology to enhance the personal services an advisor must provide to their clients to stay competitive. We enable you to spend more time efficiently managing your business growth and client retention.

Differentiated & Advanced Platform

The Axxcess Platform is built for upscale, experienced advisors serving HNW clientele, looking to improve the implementation of their investment strategy. It is designed to combine true alternative investments with traditional SMA strategies within a UMA/UMH framework.

Wealth Management Services

Working with Axxcess, our Advisor Platform Partners enjoy a fully branded, integrated, and reconciled Investment Platform that organizes sophisticated investment approaches into a comprehensive view of their clients wealth.

PLANNING

Axxcess leverages financial planning software from leading providers like E-Money and MoneyGuide Pro, among other popular providers. Advisors with planning software preferences can work with our planning team, or continue to deliver their preferred output through our open architecture approach.

REPORTING

Axxcess creates customized proposals and statements to ensure reporting meets the client and advisor’s needs. Axxcess’s proposal system can include traditional, alternative, and custom assets in a single client deliverable.

PORTFOLIO

Axxcess blends internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual funds, ETFs, hedge funds, private equity, and true alternatives to achieve a comprehensive platform of customized investment strategies, in a unique UMA/UMH structure.

End-Client Experience

SERVICE

Axxcess is a team of experts that understand client needs, and advisor challenges. It is Axxcess’s culture, experience and interest in serving our clients and partners that continues to drive growth.

HOLISTIC

Our platform allows clients to see all their accounts, including workplace retirement plans and private investments, via white labeled, online, and mobile environments.

RETIREMENT

Axxcess has a robust retirement plan services team called AxxcessLINK that supports multi participant plans, DC, and DB arrangements.

OPEN ARCHITECTURE

Our platform works seamlessly with most U.S. Custodians, hundreds of money managers, and multiple trust companies.

INSTITUTIONAL PARTNERS

Axxcess provides clients with institutional-quality managers, analytical technology, transparency, and control over their investments.

FAMILY WEALTH & LEGACY PLANNING

Advisors help clients analyze responsibilities and objectives, then create a plan incorporating family business, tax, and generational considerations.

Advisor Solutions

AXXCESS CUSTOMIZED PORTFOLIO PLATFORM
The Axxcess Customized Portfolio Platform allows Advisor Firms to build multi manager strategies as stand alone portfolio solutions, or to compliment Advisor Directed strategies.
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Orion insourcing
The Axxcess Allocator is a proprietary, end-to-end, portfolio proposal and allocation tool that allows advisors to compare their current vs proposed portfolio strategies, monitor risk, stress test macro economic or geopolitical impact, and analyze all of your asset classes, including true alternatives, in one complete portfolio analysis.
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AXXCESSLINK
RETIREMENT
AxxcessLINK allows you to manage the participants’accounts within their existing plan, without asset-based fees.

AxxcessLINK enhances your advisory practice by allowing you to provide investment management services to your clients that have a 401k account.
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CHANNEL MARKETING
Channel Marketing is designed to provide advisors and managers with a valuable return on their marketing investment that can be evaluated easily using the data provided to by Axxcess to see if the campaign has generated a positive effect for the advisor or manager.
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OUTSOURCED CHIEF INVESTMENT OFFICER
Our Outsourced Chief Investment Officers (OCIOs) offer customized solutions to improve investment outcomes, while ensuring fiduciary responsibilities are met. Our OCIO services can help RIAs manage their investment functions by delegating financial management or model construction duties to a specialized team of Advisors, while maintaining control over strategic decisions.
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AXXCESS ENHANCED MANAGEMENT
Our goal is to educate investors on new and complex subjects all in an accessible manner. The topics and strategies discussed herein are oriented towards larger taxable investors facing high income taxes, large unrealized capital gains, or those with impending liquidity events. Our strategies are best suited for portfolios ranging from $3 to $300 million.
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