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Conference Overview

Conference Agenda

The Axxcess Platform Annual Conference is our capstone event each year. 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 conference focuses on enhancing advisor and client experiences in practice management and bringing together leading investment managers in a forum that is designed to enhance advisor efficiency, engagement, and client development and elevate the role of the independent investment advisor. Escape the office, assess the landscape, examine the opportunities, and plan to implement in the year ahead.

AXXCESS ANNUAL CONFERENCE 2020

MARCH 5TH & 6TH, 2020

CAPE REY HILTON RESORT

CARLSBAD, CA

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Program

INVEST IN INNOVATION.
INVEST IN THE FUTURE OF YOUR PRACTICE.

The Axxcess platform is a turn key solution for accredited investors and the Advisors that serve them. Axxcess is dedicated to helping Advisors build enterprise value for their practices, while enhancing scale and efficiencies.

This year, Axxcess will present its annual conference through a lens of innovation. While the industry struggles with lower cost solutions for the mass affluent, the reality is the higher net worth clients continue to increase concentration in real estate, private businesses, and direct investments. These are areas the independent Advisor should pay close attention to. Opportunities to transform your wealth management practice exist when you understand how to solve problems this client segment is facing. The Axxcess Platform continues to innovate in this area. Having run money for several family offices, we understand this challenge.

Beyond just a reporting solution, Axxcess combines private equity, private credit, real estate investment solutions alongside access to some of the best SMA  managers- all within a service model that allows you to scale, and move your business upstream.

Program Overview

Our 2020 Program is focused on both Advisor and Client Engagement. Our goal is focus on platform innovations that improve your prospecting, workflows and outputs, and client retention and engagement. We will have insightful commentary and “deep dives” into the training and platform resources you want.

Announcing new Sub Advisory relationships with: Empirical, Highmore, Goldman, Potomac, and Scarecrow Axxcess Allocator - Stress Test, Allocate, and Proposal Generation Axxcess Portal - showing prospects what being your client would look like Introducing OCIO Services on the Axxcess Platform

Prospect Portal Technology

Axxcess Customized Portfolio Platform- UMA/UMH Sleeve SMA Services

Comprehensive Private Asset and Alternative Asset Reporting