Our platform is designed for experienced advisors seeking to enhance their existing RIA platform or for high-caliber professionals considering independent practice.
One of America's Best TAMPs since 2018
BUILT FOR HIGH NET WORTH CLIENTS AND THE
BUILT FOR HIGH NET-WORTH CLIENTS
And The Advisors That Serve Them
The Axxcess Platform is built for upscale, experienced advisors serving HNW clientele; it aims to improve the implementation of their investment strategies. It is designed to combine true alternative investments with traditional SMA strategies within a UMA/UMH framework.
Axxcess can insource our Orion solution experts directly into your current database to enhance and operationalize your Eclipse trading, billing, sleeve operations, and more.
INVESTMENT 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.
MARKETING SOLUTIONS
Channel Marketing elevates advisor communications strategy by delivering relevant content to their clients that is unique to their interests and allocations.
SEAMLESS TRANSITIONS
Axxcess has extensive experience in advisor practice transitions, including a unique approach for advisory teams that manage alternative investments
Our Service Models
TAMP Model
The Axxcess Platform accelerates an RIA's business. With in-depth knowledge of RIA firms' growth and operational objectives, Axxcess is well-equipped to assess and address your implementation challenges.
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.
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.
In 2024, Wealth Advisor Magazine ranked Axxcess Platform the 3rd fastest-growing TAMP in America among competitors, boasting 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
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.
AxxcessLINK integrates our UMA/UMH solution into the self-directed brokerage accounts offered by many of the retirement community’s largest record keepers.
Manage your clients’ 401k assets with the same investment approach as their private wealth.
Channel Marketing is a solution that aligns the advisor, asset manager, and client. Channel Marketing combines Advisor communication with the engaging, relevant insights, forecasts, podcasts, and videos produced by our asset managers, deliverable to clients directly via their client portal, email newsletter, blog post, social media and more.
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 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 platform solution is delivered through your brand, not as a vendor. We have built solutions to specifically 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.
Advisor/Vendor Framework
TAMPs partner as a vendor, charge high fees, and place themselves between you and your client. While you can solve for billing, reporting and trading for your mass affluent, and retail clients, your HNW clients with alternatives are not a qood fit.
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.
