Make A Deeper Impression Wherever Clients See You

CHANNEL MARKETING

Tailored Content For Your Clients

Curated And Delivered By Us

Channel relevant manager content to your
clients directly via their client portal, email
newsletter, blog post, social media and more...
all with just a few clicks of your mouse

How Does It Work?

Build your campaign by selecting the topics relevant to your clients & prospects - we will deliver it directly to them with little effort required by you.

Our Content Channels

Client Portal

Your custom campaign uploaded monthly to your clients' portals

Email/Newsletter

A monthly distribution of your custom newsletter to your clients' and prospects' emails

Website/Blog

Your custom content uploaded monthly onto your website or blog forum

Social Media

Your custom content posted across your preferred social media platforms

What Happens Next?

Create

CLIENT EXPERIENCE
During enrollment you will select the topics and managers of interest to your clients. You will then choose the articles you would like included in your campaign from our pre-curated content library under 'My Insights.' Don’t want to be involved in article selection? No problem! This service is as hands on or hands off as you desire, just select your topics of interest and we’ll do the rest.

Approve

REVIEW AND FINALIZE
A draft of your campaign - newsletter, blog, or social media posting is delivered to you to await your review, revisions, and approval. Once approved, Axxcess takes it from here. Your campaign will be channeled directly to your clients’ email and portal, or across your blog and social media platforms, with no effort required by you.

Engage

ACTIONABLE INSIGHTS DON'T REQUIRE A STATISTICS PHD
Every advisor knows that sometimes strategies need to be adjusted in order to deliver the strongest returns possible. Staying engaged through the right channels, with the right frequency is learned through experience and feedback. That's why Axxcess provides comprehensive analytics reporting for each of our marketing channels, to track what works, and what doesn't.
CONTACT US
Axxcess Wealth Management, LLC
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.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.