Most advisor newsletters are a generic market update sent to everyone. Axxcess channel marketing curates content by each client's allocation and your manager preferences, drafts it, runs it through compliance, and delivers it through your client portal, your email domain, your blog, and your social accounts. Your name is the only one on it. You see who opened it.
A marketing program takes people, time, and money most practices do not have. You pick the managers and topics once. Our marketing team does the rest, every month, and you approve before anything moves.
We curate and draft the communication from the managers and topics you selected. Add your own note or let our editor ghostwrite one. It goes out from your domain, in your branded template.
Our team manages your business accounts with the content you choose, at the cadence and in the format you want. Every post is compliance-approved before it is scheduled.
Each client communication and timely insight is posted to your website's blog when it is ready. You never log in to WordPress.
Your library is pre-curated from your enrollment form to match your clients' interests and allocations. Pick what you want in the next email, post, or blog entry, and marketing and compliance are notified.
The same designers who build white-labeled portals and reports for the platform build the rest of your brand.
Choose the managers, strategies, and topics your clients care about. Tell us your cadence and your channels.
We select content from your library, draft the communication, and send it to you. You edit, add a note, or approve as is.
Every email, post, and blog entry is reviewed and approved before it is scheduled. Nothing skips this step.
Delivered from your domain and your branded template, posted to your blog and your social accounts, surfaced in your client portal.
You see engagement by client, topic, and manager, and we adjust the next campaign with you.
The Axxcess Platform serves advisors whose clients are high-net-worth families. Channel marketing places your insights, forecasts, and multimedia content in front of the advisors and staff on the platform and, through their client communications, in front of their clients. Your message arrives from a source they already open, not a cold list.
Curation is the point. We align the managers whose strategies are on the platform with the advisors and clients who are allocated to them or looking for them, so your content reaches the people it was written for.
Request a demoVanessa leads channel marketing and brand services for the platform: curated client content, templates, campaign scheduling, websites, logos, and white-labeled collateral. She works with each advisor to set goals, then runs the program so the advisor can spend the time with clients instead.
Contact VanessaYours. Emails are sent from your domain in your branded template. Blog posts appear on your website. Social posts appear on your business accounts. Portal content appears in your branded client portal. Axxcess is not visible to your clients.
Every email, post, and blog entry goes through compliance review before it is scheduled or sent. For advisors affiliated with our RIA, that review is part of the platform. For firms with their own RIA, we coordinate with your compliance process so nothing is published without an approval on record.
The enrollment form takes one sitting: your managers, strategies, topics, cadence, and channels. After that, your part is approving each communication, or adding a personal note if you want one. Our team handles curation, drafting, design, scheduling, posting, and reporting.
No. Axxcess does not provide advisors with leads. For lead-nurture and digital advertising campaigns, you source your own prospects and we build, run, and measure the campaign for you.
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