Welcome to the 
Axxcess Platform

For TradePMR Advisory Firms

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.
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A TAMP Platform For Accredited Investors And The Advisors That Serve Them

The Axxcess Platform helps advisors deliver a wealth management solution that is both scalable and customized for the unique needs of your client base.

HOW TO GET STARTED ON THE AXXCESS PLATFORM

TradePMR Enrollment

To get started, first contact the TradePMR Practice Management using the button below. 

This will generate your joint rep code. You will need your joint rep code to continue the onboarding process.
Contact Practice Management

Sign the Axxcess Platform 
Sub-Advisor Agreement

To begin the Axxcess Platform onboarding process, sign the Sub-Advisor Agreement here. 

The Sub-Advisor agreement is a firm level agreement. This document is the agreement between your RIA and the Axxcess Platform. It outlines the roles and responsibilities, our commitments and duties, as well as yours. This document is signed by an authorized signor of your firm.

Complete the TradePMR Account Manager Agreement

Next, you will need to complete the TradePMR Account Manager Agreement below.

'Axxcess Platform' is the 'Account Manager' referenced in section 2.
Account Manager Agreement

A

For Single Households – Please Sign the Axxcess Platform Client Services Agreement

To complete your Axxcess Platform onboarding process, complete the Client Services Agreement here. This document should be used for all your single households (1 Person).

This is a live digital document that your client will sign. Upon entering your name and email, you will be asked to also enter your client’s name and email address. Once that information has been added, the CSA document will be generated and you will be prompted to complete and sign. After you complete your portion on the CSA, the document will be automatically sent to your client for signature.

B

For Joint Households – Please Sign the Axxcess Platform Client Services Agreement

To complete your Axxcess Platform onboarding process, complete the Client Services Agreement here. This document should be used for all your joint households (2 People).

This is a live digital document that your clients will sign. Upon entering your name and email, you will be asked to also enter both of your client’s names and email addresses. Once that information has been added, the CSA document will be generated and you will be prompted to complete and sign. After you complete your portion on the CSA, the document will be automatically sent to your clients for signature – please note that the document will go out in sequential order.

If your client does not use email, please email support@axxcessplatform.com for additional assistance.

SERVICES REQUESTS

Track Your Support Case

Create a Proposal

Raise Cash

Trade Request

Add a Manager

Terminate a Manager

Rebalancing

Alternative Investment Reporting

SUBMIT A SERVICE REQUEST

AXXCESS PLATFORM COMPETITIVE PRICING

Axxcess Platform is unique. We dont charge a platform or overlay fee at the account level.

There are no platform or overlay fee's when a manager is used in a sleeve. 


The client only pays the sleeve manager fee. 

You can still manage a sleeve yourself. We call this the advisor directed sleeve, and can be a model, or custom for the client. The advisor directed sleeve is the only sleeve the platform fee applies to.

ADDITIONAL PLATFORM SERVICES

FRACTIONAL PM/IOC

Axxcess's team of CFA's can help you construct, implement, and monitor your investment strategies. We can do this at the household, segment, or book of business level. 

TRADE ORDER AND MODEL MANAGEMENT

Axxcess's trade team can help you scale your trade operations by enhancing your efficiency, and execution. Axxcess can onboard your models, sleeve your allocations, and give you the flexibility to offload the trading, and model management to us. 

CHANNEL MARKETING

Make a deeper impact where clients see you the most. 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.

ALTERNATIVE INVESTMENT ALLOCATION AND REPORTING

Axxcess can report on your clients direct investments. We track capital calls, unfunded liabilities, and true IRR on cash flows to create a unique UMA/UMH experience for your clients. Axxcess supports several alterntive investment marketplaces, including the direct investments your clients already hold. 

CHANNEL MARKETING

A Marketing Services That Aligns 
Asset Manager, Advisor, & Client

Channel Marketing combines Advisor communication with the relevant insights, forecasts, podcasts, and videos produced by our Asset Managers, deliverable to your clients directly via their client portal, email newsletter, blog post, social media and more. 

Axxcess curates content and insights from some of the best money managers in the country, to help you communicate your value and differentiate your brand. Rather than sending your clients mass-produced articles or general market updates, Channel Marketing exclusively delivers relevant content to your clients, specifically tailored to their interests and allocations.

ACCOUNT SETUP, PAPERWORK, AND SERVICING:

Contact Advisor Services
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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