AGGREGATION | ONBOARDING | SCALE
Axxcess has a unique model enabling us to work seamlessly with existing RIAs. There are many firms looking to roll up businesses. We prefer to work in the background, supporting your brand, and your business. As a TAMP working on Schwab, TD, and Fidelity IWS, you can work with Axxcess on a single account, block of business, or your entire book. Our Platform is designed to work primarily with 3c1 and 3c7 clients. We can help you consolidate SMA accounts with a variety of strategies into a single brokerage account, reduce the fees your clients pay, and organize complex household account structures. You are the lead advisor, its your relationship. You can outsource a variety of services a la carte, or power your platform with ours.