The Axxcess Platform is built for upscale, experienced advisors serving HNW clientele looking to improve the implementation of their investment strategy. It is designed to combine true alternative investments with traditional SMA strategies within a UMA/UMH framework.
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.
HOW TO GET STARTED ON THE AXXCESS PLATFORM
TradePMR Enrollment
To get started, first contact the TradePMR Practice Management using the button below.
This will generate your joint rep code. You will need your joint rep code to continue the onboarding process.
To begin the Axxcess Platform onboarding process, sign the Sub-Advisor Agreement here.
The Sub-Advisor agreement is a firm level agreement. This document is the agreement between your RIA and the Axxcess Platform. It outlines the roles and responsibilities, our commitments and duties, as well as yours. This document is signed by an authorized signor of your firm.
Complete the TradePMR Account Manager Agreement
Next, you will need to complete the TradePMR Account Manager Agreement below.
'Axxcess Platform' is the 'Account Manager' referenced in section 2.
For Single Households – Please Sign the Axxcess Platform Client Services Agreement
To complete your Axxcess Platform onboarding process, complete the Client Services Agreement here. This document should be used for all your single households (1 Person).
This is a live digital document that your client will sign. Upon entering your name and email, you will be asked to also enter your client’s name and email address. Once that information has been added, the CSA document will be generated and you will be prompted to complete and sign. After you complete your portion on the CSA, the document will be automatically sent to your client for signature.
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For Joint Households – Please Sign the Axxcess Platform Client Services Agreement
To complete your Axxcess Platform onboarding process, complete the Client Services Agreement here. This document should be used for all your joint households (2 People).
This is a live digital document that your clients will sign. Upon entering your name and email, you will be asked to also enter both of your client’s names and email addresses. Once that information has been added, the CSA document will be generated and you will be prompted to complete and sign. After you complete your portion on the CSA, the document will be automatically sent to your clients for signature – please note that the document will go out in sequential order.
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.
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.
