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RIA TAMP Model

Axxcess is dedicated to operationalizing your business on day one. You can focus on your clients’ needs while we get your business up and running. Our training and support staff will accelerate your business by concentrating on the aspects of your practice that will help you scale, while increasing your margins and lowering your operating costs.

RIA Teams & Wirehouse Breakaways

The Axxcess Platform is an accelerator for your RIA. Axxcess can help you move your business upstream, generate and keep more of your “A” clients, and help you to scale your business. No equity, no brand dilution, just a platform partner that reconnects you and your clients by freeing you from the operational challenges of running your RIA.

Axxcess provides a platform-service model that helps advisors implement their firm goals. Advisors can’t upgrade their systems themselves due to budget and time constraints. The prospect of changing legacy systems can feel insurmountable alone, leaving RIA firms stuck with systems that don’t offer reconciliation, online portfolio reporting, or multi-manager, multi-asset capabilities. Axxcess makes this transition quick and efficient.
Transform your proposal, IPS generation, account onboarding, and client servicing models.
Leverage technology to enhance the personal services you must provide to your clients in order to stay competitive.
Blend traditional SMA strategies with private equity, private credit, and hedge funds, all in the same account.
Practice management meets client experience. Create rich, integrated reports, and deliver them to your client via paper, email, online portal, or video.

Your Relationship 
With Us

We leverage cutting-edge technology to enhance the services an advisor must provide to stay relevant and competitive in today’s market.
Building and maintaining internal systems and investment operations is a significant challenge for advisors. Leverage our platform and enhance your client experience on day one.

Working with The Axxcess Platform, our Advisor Platform Partners enjoy a fully branded, integrated, and reconciled Investment Platform that organizes sophisticated investment approach into a consolidated view of all of their clients’ wealth.

Work with us on a per account, client segment, or fully integrated basis. Enhancing your business doesn’t require you to change everything all at once.
LEARN ABOUT ONBOARDING & TRANSITIONS

RIA Platform Services

CLIENT BUSINESS DEVELOPMENT

Marketing solutions and an easy-to-use prospect portal help advisors effectively grow their businesses.

CLIENT BILLING

Axxcess supports your billing schedules at the sleeve, account, and household levels. Monthly or quarterly, arrears or forward, performance-based billing, hourly or per project.

INVESTMENT SELECTION

Direct strategies via a robust UMA/UMH platform with direct and alternative investment products.

TRADING & EXECUTION

Specialized trade order management, prime broker, options, and structured product services.

WHITE LABELED SOLUTIONS

Advisors control their brand with customized, white labeled services and branding.

CLIENT REPORTING

Connect bank, brokerage, mortgage, business, and liability reports, digitally in a single secure portal.

AXXCESS ALLOCATOR

Risk assessment, client proposal, and proprietary TAMP manager allocation technology.

PORTFOLIO MANAGEMENT

Model management services with detailed asset analysis and stress testing for a wide range of asset classes.

CHANNEL MARKETING

Curated content filtered by client allocation & manager preferences via web, social media, & email campaigns.

The Transition Process

If you are coming from a wire-house and have proprietary feeder funds you are worried about leaving behind, we are way ahead of you. We can bill and report on proprietary investments that can’t transfer to an independent custodian. 

Axxcess has partnered with several premier wire-houses to manage money as an independent firm, with access to proprietary deal flow, prime broker, research, and trade desks. Axxcess has also built several direct lending relationships to support liability and cash management services typically offered through wire-house solutions.

EXECUTE NDA


The transition process is only discussed under NDA to ensure an advisor’s plans are only known to Axxcess and the advisor.

DEVELOP
MEMORANDUM OF
UNDERSTANDING

Axxcess outlines the economic and business commitment it will make to meet the advisor’s model and client support requirements.

PREPARE POST TRANSACTION
OPPORTUNITIES

Axxcess works with partners to retain business through the transition, and to launch business development initiatives to accelerate growth.
LEARN ABOUT ONBOARDING & TRANSITIONS

TAMP Services

CLIENT BUSINESS DEVELOPMENT

Marketing solutions and an easy-to-use prospect portal help advisors effectively grow their businesses.

CLIENT BILLING

Axxcess supports your billing schedules at the sleeve, account, and household levels. Monthly or quarterly, arrears or forward, performance-based billing, hourly or per project.

INVESTMENT SELECTION

Direct strategies via a robust UMA/UMH platform with direct and alternative investment products.

TRADING & EXECUTION

Specialized trade order management, prime broker, options, and structured product services.

WHITE LABELED SOLUTIONS

Advisors control their brand with customized, white labeled services and branding.

CLIENT REPORTING

Connect bank, brokerage, mortgage, business, and liability reports, digitally in a single secure portal.

AXXCESS ALLOCATOR

Risk assessment, client proposal, and proprietary TAMP manager allocation technology.

PORTFOLIO MANAGEMENT

Model management services with detailed asset analysis and stress testing for a wide range of asset classes.

CHANNEL MARKETING

Curated content filtered by client allocation & manager preferences via web, social media, & email campaigns.

The Transition Process

Transition timelines are a function of your current firm’s relationship with you, current custodians, and client account structure. Generally, if you are working with an independent custodian like Schwab and you do not have restrictive covenants in your employment agreement, we can complete transitions in as short as 45 days. We have established digital workflows to allow most transition documents to be signed by clients virtually.

EXECUTE NDA

The transition process is only discussed under NDA to ensure an advisor’s plans are only known to Axxcess and the advisor.

DEVELOP MEMORANDUM OF UNDERSTANDING

Axxcess outlines the economic and business commitment it will make to meet the advisor’s model and client support requirements.

PREPARE POST-TRANSITION OPPORTUNITIES

Axxcess works with partners to retain business through the transition, and to launch business development initiatives to accelerate growth.

LEARN ABOUT ONBOARDING & TRANSITIONS
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.
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