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

Our view remains that high net worth investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions.

Axxcess Wealth Management, LLC is an Investment Advisor registered with the SEC.

Multi Asset TAMP/UMA

Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

Your high net worth clients have made directed investments. They own LPs, Real Estate, and shares of private companies. Axxcess has a solution to help your client track, report and bill on their total wealth. Having built our firm running family offices, we understand this challenge.

Upgrade your practice

Work with us on an account by account basis, or across your entire practice.

We have found that if you can help your client track and report on their inefficient assets, their liquid assets will come under management. Track, bill, and report on directed investments in the same account that houses traditional SMA, Fixed Income, Mutual Fund, and ETF strategies. Report, monitor, and analyze hedge fund, private equity, private credit and real estate within the same Advisor branded report portal.

Integrated middle and back office

Our integrated technology creates a seamless solution. Build meaningful proposals after onboarding your clients through your white-labeled prospect portal. Create a paperless environment that generates client engagement.

Engagement, Client Profiling, and IPS workflow management automate and increase efficiency in your practice.

Platform Partnership for CPA’s and Attorneys

CPA’s and Attorneys can partner with Axxcess to deliver our platform to their clients. Our transparent fee-only relationship can be structured to support your firms unique business model. Deploy our resources to support your firms pooled retirement accounts, the Partners own personal accounts and provide differentiated services to your clients.

Axxcess helps Advisors better address the needs of their business.

Schedule a demo

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Prospect Portal

Onboard your prospects in the same Advisor environment they use to access their accounts when they are clients. Add outside accounts using our aggregation technology in your own branded environment. Create proposals, IPS, and scenario analysis without having to enter a single ticker by hand. All within your Advisor environment.

Private Asset Platform

Using technology to create an integrated P and L for a 3c1 or 3c7 investor’s Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity, and Private Credit will help you deliver a valuable service where virtually none exists in our space.

Platform Reporting

With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your 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.

  • 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.

Track 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.

How does the Axxcess Platform work?

Integrate third-party managed strategies in a single account while tracking all your holdings in one place.

  • Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.
  • Performance reporting at the household, registration, account, security and strategy levels.
  • Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.

Advisor as PM

Sleeve Strategies/UMA

Private Asset Platform

Middle/Back Office

Axxcess Link/Retirement

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, 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 you 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.

Plug in and discover how the Axxcess Platform can enhance your firms services.

Client Focused

We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self-directed custodians and can accommodate holdings such as private stock, LLC units, partnerships, closely-held corporations, real estate, private equity, and hedge funds.

Axxcess has developed our platform based on years of running family offices by constructing portfolios with managers who have proven track records of generating superior risk adjusted returns relative to their benchmarks.

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Step 1: Axxcess Hub connects you with critical client workflows, practice management, and investment resources.

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Step 2: Comprehensive practice management resources including the AxxcessCRM, campaign and lead management, proposal and account opening tools.

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Step 3: We will build and brand a rich Advisor environment that takes your prospect through a rich onboarding experience that is paperless for the Advisor. Aggregate and onboard external client assets without ever needing a paper statement.

Portfolio strategy is designed to capitalize on defined market opportunities and has a disciplined approach to fund selection among the institutional-quality equity, fixed income, tactical ETF managers and hedge funds that share a complimentary investing approach.

Access to an open universe of ETFs, Stocks, Mutual Funds, Fixed Income, Investment Managers,  Hedge Funds, Private Credit and Private Equity.

The Axxcess Platform Integrates with many existing technologies to create efficiency across your practice

Wealth AccessHidden LeversEmoneyRiskalyzeMoneyGuide ProCAIS Group

Build Lasting Client Relationships Through Intelligent Aggregation

Engage your clients with collaborative financial management tools to build stronger relationships. Wealth Access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help your firm grow.

Learn more about Wealth Access

Explain Risk. Engage Clients. From Hello-to-Close.

Proposal Generation

Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.

Stress Testing

Illustrate the impact of economic risks on portfolio models, current clients and prospects’ holdings.

Learn more about Hidden Levers

Where Innovation Meets Advice

A PLATFORM FOR SUCCESS

Don’t settle for a piecemeal solution. Our comprehensive, integrated wealth management platform supports your business goals holistically.

Your deep-rooted expertise. Our innovative wealth management technology. One unwavering dedication to helping you and your clients succeed.

PLANNING AT THE CORE OF ADVICE

We’re talking planning goals, not products and gains.  Build trust on a platform designed to keep planning at the foundation of the experience you deliver.

Emoney

The World’s First Risk Alignment Platform.

Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability..

Learn more about Riskalyze

Financial Planning MoneyGuidePro®

MoneyGuidePro®, created by PIEtech℠, makes the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.

Learn more about the Money Guide Pro

The Financial Product Platform for the Independent Wealth Manager

We streamline access to a wide range of financial products to give you a competitive advantage. With more options to choose from, you can offer greater diversification to existing clients — and attract new ones.

CAIS Group

Experience the 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.

About Axxcess