ASSET MANAGER

Channel Marketing

A marketing services that aligns Advisors, Asset Managers, and Clients.
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Channel Marketing

Channel Marketing combines Advisor communication with the engaging, relevant insights, forecasts, podcasts, and videos produced by our asset managers, deliverable to our Advisors clients directly via their client portal, email newsletter, blog post, social media and more. Channel Marketing elevates the Advisor’s communications strategy. Rather than sending their clients generic articles or general market updates, Channel Marketing delivers relevant content to their clients that is unique to their interests and allocations.
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ECOSYSTEM OF HNW ADVISORS

The Axxcess Platform is a TAMP that almost exclusively serves high net worth advisors and their clients. Axxcess currently has 260+ Advisors on our platform, amounting to thousands of HNW clients.

CAPTIVE AUDIENCE

Axxcess Wealth Management has a base of almost 300 high net worth advisors and staff, with thousands of wealthy clients. We know where their eyes are so we are able to market to them more efficiently.

EXISTING 
RELATIONSHIPS

Since our inception in 2013, Axxcess has maintained enduring relationships with our Advisors and their clients. So when they receive emails from our domain, they are significantly more likely to open them.

CURATED CONTENT

What truly makes Channel Marketing unique, is it’s curation. The purpose of Channel Marketing is to align the niche values of our Managers with the Advisors and clients in search of them. Let Axxcess do the work of targeting your audience for you.16

Brand Extension Services

INSIGHT LIBRARY

Inclusion in the Axxcess Hub Manager Insight Library, available to our base of Advisors. Insight Library inclusion will automatically upload your new insights directly into the Advisors’ My Insight Library, on a weekly basis. These insights are then used in both Advisor newsletters to clients, and Axxcess newsletters to advisors, amplifying your message across our company.

PODCAST INTERVIEW

Conduct a podcast style interview with one of our Axxcess Team Members to showcase your firm and strategies. Axxcess TV Podcast Interviews are posted on the Axxcess Hub and will be one of the first things Advisors see when they login to our Advisor-only website. Axxcess TV Podcasts will also be incorporated into Axxcess’s marketing material to Advisors.

SPOTLIGHT EMAIL

Manager Spotlight Emails sent to our base of HNW Advisors. Work with our design team to create an eye-catching email campaign to be sent to the 300 Advisors and staff Axxcess supports. Manager Spotlight emails allow you to showcase your firm and fund information, packaged in a digestible email sent from an email the Advisor trusts.

DIGITAL ADVERTISING

Digital Ads space on the Axxcess public facing AND Advisor-only websites. Either run an existing advertisement, or work with our design team to create one to be ran on the home page of each website. Link your digital ad to whatever page you prefer and start advertising directly to HNW advisors.
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WANT TO LEARN MORE?

Learn how Axxcess can market your firm directly to high-net-worth Advisors in our Asset Manager Channel Marketing Guide.
CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.

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