Axxcess Platform

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.

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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.

Deliver A Client Focused Solution

TAMP Services

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Advisor Onboarding

Axxcess Platform

Background

Track the performance of each security and strategy

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The Axxcess HUB includes comprehensive Advisor resources including portfolio proposals and sleeve manager requests, auto ADV delivery and the Axxcess CRM.

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Custom proposals include stress testing and comprehensive risk analysis.

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White Labeled prospect portal takes the client through your onboarding process.

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Auto send IPS, Engagement, and Client Profile forms to your client for docusign, or traditional signature.

Our industry is grappling between virtually free one-size-fits-all model portfolio mindset, and a customized investment portfolio approach for clients.

Investment Approach

  • Axxcess Customized Portfolio Platform- ACPP

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

  • Sleeve Managers

    “Sleeve Strategy Managers” are selected by Axxcess through a rigorous diligence process.

  • Advisor Directed

    Advisors create a customized strategy portfolio that meets  clients unique investment objectives by investing in several strategies.

  • Advisor Branding

    Custom Advisor White Labeled client website, reports and planning designed to inform  and identity opportunities.

  • Advisor Support

    Advisor Services – Investment operations, portfolio management and trading support.

  • Custodial Relationships

    Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers, Millennium Trust.

  • Prospect Portal

    A true differentiation. Does your prospect experience your reporting and client portal before becoming a client? Do you have to send your prospect to a third party site to aggregate?

  • Practice Management

    End to end advisor practice management through the Axxcess HUB. Take control of your allocation decisions with our paperless back office. Compliance, business analytics, and integration.

  • We want to work with you

    Work on a per account, segment of client, or a fully integrated basis. Enhancing your business does not require you change everything you are doing all at once.