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.
The Axxcess Platform is a nationally recognized TAMP (Turn Key Asset Management Platform) used by independent RIA firms and Broker Dealers turning to Axxcess to deliver investment operations, compliance, and trading solutions to support their independent businesses.
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.
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.
TAMP Services
Axxcess partners with firms as a sub-advisor, allowing advisors to deliver a seamless, white labeled client experience through your firms brand.
AXXCESS ALLOCATOR
This proprietary manager and advisor-directed allocation tool models current vs proposed outcomes, analyzes allocations, customizes portfolios, and monitors risk.
BUSINESS DEVELOPMENT
Effortlessly manage marketing content and client communication strategies across multiple channels including, social media, blog, web, email, and client portal.
BACK OFFICE SUPPORT
Billing, reporting, administrative and compliance support services are provided via a single sub-advisory relationship.
OUTSIDE ACCOUNT INTEGRATION
Add outside accounts, plus lending and direct investment information, to help generate valuable analysis and advice.
MULTI-ASSET CLASS PORTFOLIO
Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/UMH platform.
SLEEVE MANAGEMENT
Each custodial account can be sleeved to incorporate advisor-directed and third-party strategies with unique fee schedules.
CUSTOMIZED PORTFOLIO PLATFORM
Combine advisor directed strategies with equity, fixed income, mutual funds, ETFs and private investments in a single account.
ALTERNATIVES INTEGRATION
Axxcess combines true alternatives, like private equity, private credit, hedge funds and directed real estate, alongside traditional SMA strategies.
BILLING & REPORTING
Track, bill, and report on directed investments in the same account, integrating traditional SMA, fixed income, mutual fund, and ETF strategies.
Elevate Your 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.
Our Solutions
ALTERNATIVES PLATFORM
Axxcess sleeves third-party investment managers alongside Real Estate, Private Equity, and Hedged Investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice.
Axxcess has Long-Short Direct Indexing and Concentrated Position Hedging Solutions.
The gap between what your tech stack can do, and your ability to opitimize it has never been more challenging.
Today’s RIA technology landscape would have been unimaginable ten years ago, with an expanding range of solutions that each require expert implementation and ongoing resources and cost to manage.
Axxcess is a recognized, trusted Orion partner. Our team of Orion experts include several former Orion senior support personnel. Unlike other consultants, Axxcess' team continually supports your day to day operations, from within your existing database.
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.
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.
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.
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.
