Investment approach

• Axxcess customized portfolio platform
  The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers
• Sleeve managers
  Sleeve Strategy Managers are selected by Axxcess through a rigorous diligence process
• Advisor directed
  Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies
• Advisor branding
  Custom advisor white labeled client website, reports and planning designed to inform and identity opportunities
• Advisor support
  Advisor services, investment operations, portfolio management and trading support
• Custodial relationships
  Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers and Millennium Trust
• Prospect portal
  Does your prospect experience your reporting and client portal before becoming a client? Do you have to send your prospect to a third party site to aggregate?
• Practice management
  End-to-end advisor practice management through the Axxcess Hub; take control of your allocation decisions with our paperless back office, compliance, business analytics and integration
• We want to work with you
  Work on a per account, segment of client or fully integrated basis; enhancing your business does not require you change everything you are doing all at once

Onboarding
Axxcess supports three different transition models; we support your own independent firm through our high end TAMP solution, via our RIA with the use of our branding (or yours), or we can “incubate” you and your team through your transition until your new firm’s registration is effective.