Welcome to the 
Axxcess Platform

Our Platform is built for the experienced Advisor looking to improve its current RIA Platform, or as an operational solution for a high caliber professional thinking of going independent.
Research Managers

A TAMP Platform For Accredited Investors And The Advisors That Serve Them

The Axxcess Platform helps advisors deliver a wealth management solution that is both scalable and customized for the unique needs of your client base.

SERVICE REQUESTS

Track Your Support Case

Create a Proposal

Raise Cash

Trade Request

Add a Manager

Terminate a Manager

Rebalancing

Alternative Investment Reporting

HOW TO GET STARTED ON THE AXXCESS PLATFORM WITH SCHWAB

Set-Up and Approve Schwab Master Account for TAMP Use

Axxcess Platform uses Schwab One Brokerage for its UMA/UMH platform. Do not use Marketplace. Schwab One Brokerage is needed. 
Contact Axxcess
You will need your Schwab master account approved for TAMP use. Call your RM at Schwab and complete the below form.
Schwab Master Request 

Sign the Axxcess Platform 
Sub-Advisor Agreement

To begin the Axxcess Platform onboarding process, sign the Sub-Advisor Agreement here. 

Sign the Axxcess Platform Client Services Agreement and Schwab LPOA

To complete your Axxcess Platform onboarding process, complete the Client Services Agreement and Schwab Limited Power of Attourney form below.

These forms, along with the Axxcess Client Relationship Summary, Form ADV Part 2A, and Privacy Policy must then be sent to your clients for approval.
Schwab LPOA

Schwab Advisor Center Set-Up

Once all forms are signed and processed, Axxcess will have visibility of your Schwab account in the Schwab Advisor Center.

Establish Orion Data-Feed
(If Needed)

If you do not already have an Orion data base, Axxcess will begin feeding your client and portfolio data into our master data base.

If you do already have an Orion data base, disregard this step.

Live On Platform

Once Axxcess onboarding and Orion data base set-up is complete, Axxcess can trade your account and allocate to strategies on our platform.

Blend direct equity and fixed income with private equity, private credit, and hedge funds, in the same account.
Learn More

AXXCESS PLATFORM COMPETITIVE PRICING

Axxcess Platform is unique. We dont charge a platform or overlay fee at the account level.

There are no platform or overlay fee's when a manager is used in a sleeve.

The client only pays the sleeve manager fee.

You can still manage a sleeve yourself. We call this the advisor directed sleeve, and can be a model, or custom for the client. The advisor directed sleeve is the only sleeve the platform fee applies to.

ADDITIONAL PLATFORM SERVICES

FRACTIONAL PM/IOC

Axxcess's team of CFA's can help you construct, implement, and monitor your investment strategies. We can do this at the household, segment, or book of business level.

TRADE ORDER AND MODEL MANAGEMENT

Axxcess's trade team can help you scale your trade operations by enhancing your efficiency, and execution. Axxcess can onboard your models, sleeve your allocations, and give you the flexibility to offload the trading, and model management to us.

CHANNEL MARKETING

Make a deeper impact where clients see you the most. Channel Marketing combines Advisor communication with the engaging, relevant insights, forecasts, podcasts, and videos produced by our asset managers, deliverable to our Advisors
clients directly via their client portal, email newsletter, blog post, social media and more.
Channel Marketing elevates the Advisor’s communications strategy.

ALTERNATIVE INVESTMENT ALLOCATION AND REPORTING

Axxcess can report on your clients direct investments. We track capital calls, unfunded liabilities, and true IRR on cash flows to create a unique UMA/UMH experience for your clients. Axxcess supports several alterntive investment marketplaces, including the direct investments your clients already hold.

CHANNEL MARKETING

A Marketing Services That Aligns 
Asset Manager, Advisor, & Client

Channel Marketing combines Advisor communication with the relevant insights, forecasts, podcasts, and videos produced by our Asset Managers, deliverable to your clients directly via their client portal, email newsletter, blog post, social media and more. 

Axxcess curates content and insights from some of the best money managers in the country, to help you communicate your value and differentiate your brand. Rather than sending your clients mass-produced articles or general market updates, Channel Marketing exclusively delivers relevant content to your clients, specifically tailored to their interests and allocations.

ACCOUNT SETUP, PAPERWORK, AND SERVICING:

Contact Advisor Services
CONTACT US
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
For complete disclosures please visit:
DISCLOSURES

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.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.