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Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
858.217.5347
Carlsbad CA, 92011
858.217.5347
admin@axxcesswealth.com
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Important Information
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.
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Market Insights
Market InsightsIntroducing Axxcess Portal
Frontpage Article, NewsAxxcess 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. Prospects on-board their outside accounts from within your branded client portal. Create proposals, financial plans, risk analysis and engage your prospects in a way other Advisors simply can’t.
MORE CONVERSION, MORE INTERACTION.
Separate yourself. A busy client is looking for ease of use. Whether a COI, referral, or respondent to your marketing and business development campaign, a prospect that can do interact with your site, elevates your practice. You will shorten your conversion process, and create significant efficiency in your business development strategy.
Axxcess Platform Announces Partnership With Hj Sims
Frontpage Article, NewsCARLSBAD, 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 in Fairfield, CT. HJ Sims and Axxcess have partnered to deliver a suite of portfolio management technology for the HJ Sims private client wealth management team.
“We are thrilled about partnering with HJ Sims to equip their team with our asset management solution to help them continue to deliver a rich client experience. We are confident the HJ Sims team will find incredible value in our platform, which offers the tools and resources needed in one technology stack, further optimizing their client management approach,” says Michael Seid, CEO of Axxcess.
HJ Sims will utilize the Axxcess platform as an end-to-end portfolio management tool, allowing their wealth management experts to serve their clients’ financial needs with a seamless and scalable approach–including aggregating accounts, identifying risk, analyzing holdings, modelling and blending investment strategies, and accessing third-party directed solutions.
“Partnering with Axxcess by incorporating their customized technology and sophisticated interface via a first-class portfolio management tool will help our advisory team deepen their client relationships. The comprehensive technology platform provided by Axxcess empowers us to revolutionize our client experience with open architecture and access to best in breed money managers,” said Dan Mullane, Managing Principal of HJ Sims.
ABOUT HJ SIMS
Founded in 1935 on Wall Street, HJ Sims is a privately held investment bank and wealth management firm. HJ Sims is known as one of the country’s oldest underwriters of tax-exempt and taxable bonds, having raised $28+ billion for projects throughout the US. The firm is headquartered in Fairfield, CT, with nationwide investment banking, private wealth management and trading locations.
Investments involve risk, including the possible fluctuation of principal. Past performance is no guarantee of future results. HJ Sims is not affiliated with Axxcess Wealth Management. Member FINRA, SIPC.
ABOUT AXXCESS PLATFORM
Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice. The Axxcess 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 and seeking a seamless transition. We offer Advisors open architecture, with a full array of wealth management and investment advisory services to move your practice upstream. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies.
Our focus is on 3c(1) and 3c(7) clients and the Advisors that serve them. If you are interested in providing a platform of services designed to move your business upscale, Axxcess is your solution.
AXXCESS PLATFORM: Alexis Brock, Marketing and Communications, alexis@axxcesswealth.com | 866-217-5607
HJ SIMS: Tara Perkins, AVP Marketing Communications, tperkins@hjsims.com | 203-418-9049
Website: https://axxcessplatform.com/
The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Under no circumstances should this information be construed as a recommendation or advice. The views expressed herein reflect the professional opinions of Axxcess Wealth Management, LLC, and are as of the date referenced above and are subject to change.
About Axxcess Wealth Management, LLC: Axxcess is a leader in tailoring a full suite of customized portfolio services. The Axxcess Platform integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework that it deploys across RIA, BD, and direct channels.
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.
SOURCE Axxcess Platform
Related Links
https://axxcessplatform.com
Axxcess Platform announces the rollout of a platform allocation tool
Axxcess PlatformCARLSBAD, 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 project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management solution for the Platform. The Axxcess Allocator is the result.
“HiddenLevers was the missing piece we needed to complete the Axxcess Platform,” said Cory Persson, CFA CFS Director of Investments for Axxcess. “Our Platform partners and advisors can go start to finish with a client in one system: digitally aggregate a prospects current accounts without the need for a paper statement, establish risk; analyze holdings; blend advisor directed strategies, third party SMA strategies, along with private equity, private credit and hedged investments with the Axxcess Allocator; and implement the strategies digitally with e-signature of the allocation acceptance document directly to the client. Advisors will now have more time to focus on scaling their business, and strive to deliver a rich client experience.”
Details of the Deal
The Platform offers an end-to-end tool that allows advisors to blend third party managed strategies, private equity, hedge funds, and directed strategies into a solution that aims to create a seamless experience to optimize advisor to client proposals and contract lifecycle management.
HiddenLevers offered Axxcess a partnership approach to accomplish a key strategic goal. As the first HiddenLevers client to use this functionality, the Platform offers a next-level, integrated solution that incorporates big data to measure millions of relationships between the economy and investments. HiddenLevers’ research team integrates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated. Advisors with 10m or more of AUM using the Platform are provided this new tool at no cost when they onboard.
About HiddenLevers
HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space. With nearly $500 billion in assets on its platform, HiddenLevers offers client experience and home-office solutions aimed at financial advisors, asset managers, and wealth management executive teams. The cloud-based platform includes a macro-scenario library, proposal generation, portfolio stress testing, model construction, and enterprise monitoring of risk, revenue, and KPI. HiddenLevers was founded in 2009 and remains a self-funded company, with headquarters in Atlanta.
About Axxcess Platform
Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform Wealth Management practices. The Axxcess 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 and seeking a seamless transition. The Platform offers advisors open architecture, with a full array of wealth management and investment advisory services that aims to move a practice upstream. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies.
The Platform is designed for 3c(1) and 3c(7) clients and the advisors that serve them.
Contact information: For more information about Axxcess Platform: 866-217-5607
Website: https://axxcessplatform.com/
The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation, but no representation or warranty (express or implied) is made as to the accuracy or completeness of any of this information. Under no circumstances should this information be construed as a recommendation or advice. The views expressed herein reflect the professional opinions of Axxcess Wealth Management, LLC, and are as of the date referenced above and are subject to change.
About Axxcess Wealth Management, LLC: Axxcess is a leader in tailoring a full suite of customized portfolio services. The Axxcess Platform integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP framework that it deploys across RIA, BD, and direct channels.
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.
SOURCE Axxcess Platform
Related Links
https://axxcessplatform.com/
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Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
NewsPost-Tax Day “Get a Grip” Golf Tournament
NewsAxxcess 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, attorneys, financial advisors, bankers, and risk professionals.
Please join us and use this opportunity to network and mingle with fellow industry professionals. Click here to register.