Axxcess has run several family offices over the past 20 years. Families whose wealth derived primarily from operating businesses and real estate. Forced to manually reconcile non traditional assets alongside SMA accounts, we learned a lot about the limitations of technology along the way. Today, technology has made significant leaps in our business. However, Advisors are generally slow adopters of technology and legacy systems are challenging to replace. The truth is, to master a central system like billing and reporting takes time. Depending on the complexity of your business, the time it takes to truly get clients onboarded, historical data integrated, and configure your environment is no less than 6 to 12 months. If you have been prevented from dealing with your clients directed real estate, hedge funds, and private equity by a restrictive firm guidelines, talk to us. We can help you deliver something refreshing and unique to you and your clients.
Experienced Advisors working on wirehouse platforms thinking about going independent who have exposure to firm proprietary deals, and clients that have complex needs.
Advisors tired of wearing the business development, and portfolio manager hat. If your differentiation is your ETF model that you are running on a hybrid platform, we can help you scale your business with your “A” clients. These are the folks you are spending 90% of your time on, who contribute more than 5o% of your revenue. You have to build a moat around them. Your ETF portfolio does not accomplish this. These clients have outside investments that dont fit your model. You are at risk of losing them. Talk to us.
RIA firms stuck with legacy systems that dont offer reconciliation, online portfolio reporting, and multi-manager, multi asset capabilities. You cant upgrade your systems due to expense, and time. The prospect of changing your legacy systems feels like heart surgery. It is. We can help you get make this transition quickly and efficiently.
How do you deliver service to your existing clients, earn new relationships, and manage your portfolios while keeping your overhead and margins intact? Your competitors today are the very fund companies you place money with. They are giving their best “asset allocation” models away for free. Your value proposition is changing very quickly and firms with resources are re-positioning themselves to compete.
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.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.