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
11 BN

TOTAL PLATFORM ASSETS

0+

SMA 
STRATEGIES

35K

CURRENT 
ACCOUNTS

25+

YEARS RUNNING 
FAMILY OFFICES

11
BN

TOTAL PLATFORM ASSETS

300
+

SMA 
STRATEGIES

60
+

PLATFORM
ASSET MANAGERS

25
+

YEARS RUNNING 
FAMILY OFFICES

Find us in America's Best TAMPs

BUILT FOR HIGH NET WORTH CLIENTS AND THE

Advisors That Serve Them

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.
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ADVISOR SOLUTIONS

IARs, Independent RIAs and Broker Dealers turn to the Axxcess Platform to deliver investment solutions, operations, compliance, and trading solutions to support their independent practices.

TAMP SERVICES

The Axxcess Platform is a nationally recognized TAMP used by independent RIA firms and BDs to deliver investment operations, compliance, and trading solutions to support their independent businesses.

ORION INSOURCING

Leverage our Orion Insourcing expertise to gain scale.

SEAMLESS TRANSITIONS

Axxcess has extensive advisor practice transition experience. Our team has transitioned wire house advisory teams, broker dealer hybrids, and stand alone RIAs.

Our Service Models

TAMP Model

The Axxcess Platform is an accelerator for an RIA’s business. Entrepreneurs can continue to run their standalone businesses, while becoming an Axxcess partner, using its tools to scale their business and move it upstream.
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IAR MOdel

Advisors can opt to run their businesses from inside the Axxcess RIA, fully leveraging Axxcess’ tools to relieve the operational headaches that come from running a fully independent company.
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Incubation MOdel

Axxcess helps advisors establish their own RIA in parallel to Axxcess. Once the new firm’s registration is approved, Axxcess will port the fully transitioned business to the new RIA without disruption to clients.
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  • 3rd Fastest Growing TAMP in America

    Wealth Advisor Magazine ranked Axxcess Platform the 3rd fastest growing TAMP in America amongst our competitors in 2024, with 120% annualized growth, and 600% growth since 2020.

  • 5th Fastest Growing RIA in America

    FA Magazine listed Axxcess 5th among the 50 Fastest Growing RIAs in their RIA Survey and Ranking for 2024, with 90.34% asset growth from 2022-2023.

  • 2nd Best TAMP Technology in the Nation

    Wealth Advisor Magazine has named Axxcess in its list of America’s Best TAMPS for 7 consecutive years. In 2024, Axxcess was ranked 2nd best TAMP technology, based on its annual survey of registered subscribers.

Advisor Solutions

  • ALTERNATIVES PLATFORM
    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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  • 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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Move your RIA upstream with

AXXCESS

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Axxcess TAMP vs Everyone Else

Axxcess Platform

Standard platform

  • HNW Investor Framework

    Our platform is built specifically to serve high-net-worth investors who tend to have highly customized needs and complex investment strategies that involve both publicly traded securities and privately held, illiquid assets.

    Standard Investor Framework

    Typical investors with limited investment experience are primarily seeking low-cost solutions, basic portfolios, and common products that can be achieved through highly liquid and easily accessible publicly traded securities.

  • Complex Integration Capabilities

    The Axxcess Platform allows advisors and their clients to evaluate illiquid, unique investments alongside the more standard, publicly available asset classes. This provides one consolidated, streamlined view of your clients' wealth.

    Standard Integration Capabilities

    Other TAMP platforms typically offer more generic solutions as the target clients’ goals and objectives are very similar throughout the segment, and don't require integration across multiple asset classes.

  • Highly Customized

    Due to the unique and complex nature of each high-net-worth investor's needs, there are high barriers to entry for the Axxcess business model given the customization required for advisors and the end clientele they serve.

    Heavily Automated

    Service providers for more standard investor segments focus on developing heavily automated solutions to allow them to compete in this market's low fee environment.
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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