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.

Prospect portal functionality
Give your prospects an experience before becoming a client. Onboard your prospects outside accounts, bank, lending, and private assets within your own branded environment. No more statements!

Proposals, plans and more!
When your client registers, they will be able to link their accounts with your advisor dashboard. Once linked, you can send that data directly to the tools you use to analyze, plan, and propose you solution.

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.