SCALE YOUR RIA WITH

TAMP Solutions

The Platform approach delivers access to model portfolios of a wide variety of third party investment managers. 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.
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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.

End-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.

Advisor Solutions

  • AXXCESS ALLOCATOR
    The Axxcess Allocator provides optimization, hedging, and stress testing on both current and proposed allocations.

    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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  • fractional pORTFOLIO MANAGER & INVESTMENT OVERSIGHT COMMITTEE
    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.
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  • ENHANCED wealth MANAGEMENT
    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 strategies are best suited for portfolios ranging from $3 to $300 million.
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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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