The Axxcess Platform is built for the experienced advisor looking to improve their current RIA, or as an operational solution for a high-caliber professional thinking of going independent, and seeking a seamless transition.
Integrate, model, and report on true alternatives within the same account.
RETIREMENT SOLUTIONS
Manage your clients' 401(k) the same way you manage their wealth, without asset-based fees.
ORION INSOURCING
Leverage our Orion Insourcing expertise to gain scale.
SEAMLESS TRANSITIONS
Transition to your own RIA, or become apart of ours, without inturrupting service.
Our Service Models
TAMP Model
The Axxcess Platform is an accelerator for an RIA’s business. Entrepreneurs can continue to run their standalone businesses, while becoming an Axxcess partner, using its tools to scale their business and move it upstream.
Advisors can opt to run their businesses from inside the Axxcess RIA, fully leveraging Axxcess’ tools to relieve the operational headaches that come from running a fully independent company.
Axxcess helps advisors establish their own RIA in parallel to Axxcess. Once the new firm’s registration is approved, Axxcess will port the fully transitioned business to the new RIA without disruption to clients.
Wealth Advisor Magazine ranked Axxcess Platform the 3rd fastest growing TAMP in America amongst our competitors in 2024, with 120% annualized growth, and 600% growth since 2020.
5th Fastest Growing RIA in America
FA Magazine listed Axxcess 5th among the 50 Fastest Growing RIAs in their RIA Survey and Ranking for 2024, with 90.34% asset growth from 2022-2023.
2nd Best TAMP Technology in the Nation
Wealth Advisor Magazine has named Axxcess in its list of America’s Best TAMPS for 7 consecutive years. In 2024, Axxcess was ranked 2nd best TAMP technology, based on its annual survey of registered subscribers.
Advisor Solutions
ALTS ALLOCATOR
The Axxcess Allocator is a proprietary, end-to-end, portfolio proposal and allocation tool that allows advisors to compare their current vs proposed portfolio strategies, monitor risk, stress test macro economic or geopolitical impact, and analyze all of your asset classes, including true alternatives, in one complete portfolio analysis.
90+
Economic Factors
GS
Alternatives Marketplace
Orion insourcing
The Axxcess Allocator is a proprietary, end-to-end, portfolio proposal and allocation tool that allows advisors to compare their current vs proposed portfolio strategies, monitor risk, stress test macro economic or geopolitical impact, and analyze all of your asset classes, including true alternatives, in one complete portfolio analysis.
400+
SMA Strategies
GS
Alternatives Marketplace
AXXCESSLINK RETIREMENT
AxxcessLINK allows you to manage the participants’accounts within their existing plan, without asset-based fees.
AxxcessLINK enhances your advisory practice by allowing you to provide investment management services to your clients that have a 401k account.
$
Asset Based Fees
GS
Alternatives Marketplace
CHANNEL MARKETING
Channel Marketing is designed to provide advisors and managers with a valuable return on their marketing investment that can be evaluated easily using the data provided to by Axxcess to see if the campaign has generated a positive effect for the advisor or manager.
Our platform is built specifically to serve high-net-worth investors who tend to have highly customized needs and complex investment strategies that involve both publicly traded securities and privately held, illiquid assets.
Standard Investor Framework
Typical investors with limited investment experience are primarily seeking low-cost solutions, basic portfolios, and common products that can be achieved through highly liquid and easily accessible publicly traded securities.
Complex Integration Capabilities
The Axxcess Platform allows advisors and their clients to evaluate illiquid, unique investments alongside the more standard, publicly available asset classes. This provides one consolidated, streamlined view of your clients' wealth.
Standard Integration Capabilities
Other TAMP platforms typically offer more generic solutions as the target clients’ goals and objectives are very similar throughout the segment, and don't require integration across multiple asset classes.
Heavily Customized
Due to the unique and complex nature of each high-net-worth investor's needs, there are high barriers to entry for the Axxcess business model given the customization required for advisors and the end clientele they serve.
Heavily Automated
Service providers for more standard investor segments focus on developing heavily automated solutions to allow them to compete in this market's low fee environment.
