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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.

DATA INTEGRATION

ADVISOR DIFFERENTIATION

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Business Growth

  • More than the basics...

    The basic RIA model requires daily reconciliation, billing and reporting. You can get that anywhere. Our systems do more. From the very front end of the initial prospect engagement, your prospect can on-board, aggregate, and experience what it is like to work you with you before becoming a client. Axxcess will design and build a custom prospect portal that has external account aggregation built in. Prospects can engage you, on-board their outside accounts in your branded environment securely. You can take that on-boarded data and integrate it directly with some of the most popular tools for investment analytics, proposals, and financial planning. Shorten the conversion process by weeks. Never take a statement again. Link private equity, hedge funds, and real estate in the same portal your clients will view their accounts you manage.

  • Contract review, Broker Protocol issues, Transition assistance.

    Transition today has moved beyond a fad. Independence is what you seek. Higher payouts, control. The path you take is critical to your success. Legal review and transition assistance is central to the Axxcess process.

  • Provide true value to your clients.

    Its simple relationship with a lot of value. We are sub-advisor to you. Simply sign one contract at the firm level, and one agreement with the client, and the account is added underneath your existing custodial master account with Axxcess listed as a TAMP. You can choose from a robust menu of curated investment managers that work on our UMA/UMH platform, run your portfolios through our Advisor as PM program, or use our extensive private asset platform reporting capabilities to truly differentiate you with your A clients.

More than a middle and back office. Existing RIAs who are using legacy technology, lack integration, efficiency and scale, can outsource investment operations, billing, and reporting to Axxcess and leverage a platform that enables prospect and business development.

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Blend tactical and strategic strategies for your client in a single brokerage account.

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Report and bill at the Sleeve Manager level.

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Axxcess customizes its tools for Advisor Partners.

The appeal is that Axxcess is a successful organization, which means instead of starting from scratch, you can operationalize your business, increase your margins, and control your P and L from day one.

What sets you apart is not that you have a less costly ETF portfolio, or another 40 act mutual fund.

A competitive Advisory firm has these resources too. What differentiates you is the ability to competently manage, organize and allocate to private assets.

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.

Move your business upstream one client at a time.