Introducing Axxcess Portal

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Axxcess has a development and creative team in house to design your Advisor site to give you more than a digital presence. Axxcess has developed a prospect portal technology that allows you to revolutionize your business development process.…

Axxcess Platform Announces Partnership With Hj Sims

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CARLSBAD, Calif., Oct. 1, 2019 /PRNewswire/ -- The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform, announced today a partnership with HJ Sims, a privately held investment bank and wealth management firm headquartered…

Axxcess Platform announces the rollout of a platform allocation tool

CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ -- The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC ("Axxcess") announced today the completion of a co-development…

Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country

Axxcess Wealth Management has been named as the 10th fastest growing RIA firm in the country! Working with Axxcess will give you: Each managed strategy is called a sleeve strategy and is tracked in our system as a…

Post-Tax Day "Get a Grip" Golf Tournament

Axxcess Wealth Management is once again one of the sponsors of this year's Post-Tax Day Golf Tournament on April 16th, 2019. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs,…