Independence.

AGGREGATION | ONBOARDING | SCALE

The Axxcess Platform, which clears and custodies through Schwab, TD Ameritrade, Fidelity IWS, and Interactive Brokers, is designed to provide all the service of a wirehouse, without the bank ownership and conflicts of interest which come with proprietary products and competing business lines.

DATA INTEGRATION

ADVISOR DIFFERENTIATION

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Business Growth

  • Your business is portable

    Regardless of your current business model, the Axxcess Platform can on-board your business. Legacy broker-dealer trails, proprietary feeder funds, and SMAs can integrate and report on the Platform.

  • 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 are central to the Axxcess process.

  • Provide true value to your clients.

    Separate yourself. Simply joining a roll-up shop is not enough. Axxcess has established prime broker trading relationships with fixed income and structured product desks. Most roll-up firms cannot, and will not deal with legacy alternative investments that you do not want to leave behind for the junior broker that will be assigned to your client account. Ensure your client relationship moves with you.

Advisors who leave the wirehouse, and the contraints of W2 employement, can join Axxcess as independent contractors, or form their own DBA, or Registered Firm.

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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.