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.
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.
Axxcess has been recognized as one of “America’s Best TAMPS 2020” by Wealth Advisor.
Axxcess has a solution to help your client track, report
and bill on their total wealth. Advisors can integrate
tactical, strategic equity, and ETF strategies alongside
fixed income, options overlay and private investments—
all in a single brokerage account; track, monitor and
report on each strategy at the sleeve level. We built our
reporting platform to deliver a comprehensive view of
client wealth—both online and on paper. We will brand
your portal application for your clients to download from
the Apple App Store and Google Play for Android.
Through our platform you can:
- Implement investment strategies using institutional separate account managers.
- Blend ETF, fixed income, and mutual funds in the same account as your managed strategies.
- Report, monitor, and analyze hedge fund, private equity, and real estate within the same report portal.
Click the link below to read more about the Axxcess Platform!
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.
Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.