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

How We Work With Our Advisor Partners

In working with Axxcess, our Advisor Platform Partners enjoy a fully branded, integrated and reconciled Investment Platform that organizes a sophisticated investment approach into a consolidated view of all of their client's wealth.
The Axxcess Platform transforms your proposal, onboarding and client servicing models. We use technology to enhance the personal services an advisor must provide to their clients to stay relevant and competitive. We enable you to spend more time effectively
managing your business growth and client retention. Move your business upstream, one client at a time.

TAMP Services

We integrate Advisory firms’ internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.
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Onboarding

Axxcess supports three transition models. We support you and your own independent firm through our high end TAMP solution. You can join our RIA and use your own brand or ours, or we can “incubate” you and your team through your transition until your new firms registration is effective.
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Advisor Experience

Managing substantial wealth is an enormous responsibility; it requires experienced advice, specialized knowledge and customized solutions. As your “Chief Service Officer”, we listen and work to understand your practice and recommend innovative, customized solutions precisely targeted to achieve your business objectives.

01. CRM

CRM that does business operations, invoicing, project management, and compliance tracking.

02. CLM

Contract lifecycle management. Digital document tracking, creation, fully integrated customized to your brand.

03. Campaigns

Digital marketing, traditional campaign management, with branded collateral, social media integration and post distribution, tracked and integrated with your digital media channels and CRM.

04. Open API/Tech

Our core platform is built on Orion Advisor Tech, customized child database structure, with open APIs to ensure your unique workflows and processes are scalable.

05. Transitions

Axxcess will take a lead role in your transition and onboarding, including compliance and regulator guidance.

06.compliance

Our compliance support package creates your historical trade blotters, fee billing reports, ADV logs, and more. Track your supervisory processes, and internal books and records audits, and supervisory tools.
CONTACT US
Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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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.