Americas Best TAMPS 2024 - 25

2024 AMERICA'S BEST TAMPS
AXXCESS
WEALTH
Cory Persson
Chief Investment
Officer
Axxcess Wealth Management, LLC * 6005 Hidden Valley Road,
Suite 290, Carlsbad, CA 92011 * www.axxcessplatform.com
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.
We focus on strategic
relationships in the
marketplace, and invest
heavily in our unique
offering for high-end clients
and the advisors that
serve them. While other
platforms and custodians
continue to focus on retail
homogeneous solutions,
our technology allows our
partners to immediately
transition to a virtual
environment without
interruption.
Just last year, the platform
saw significant inflows and
new relationships from
firms looking to benefit
from our scale, execution,
and efficiencies. It seems
clear to us that advisors
face direct competition
from the very custodial
partners they use, and will
continue to face significant
challenges optimizing their
businesses.
We see continued
consolidation pressure
for smaller advisors, and
a widening gap between
technology services and the
advisor's ability to update
and deploy enhancements.
As such, Axxcess will
remain focused on HNW
client needs and solutions
for complex situations
that can only be solved
by advisor experience,
knowledge, and execution.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
ACCOUNT AGGREGATION
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
ACCOUNT REBALANCING
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
CLIENT PORTAL
DECISION MAKING
47 ED I T A B L E L I N E I C O N S S E T
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
GLOBAL BUSINESS
BUSINESS
STRATEGY
WALLET
COLLABORATION
ACHIEVEMENT
CAPITAL
SUCCESS
PRESENTATION
STRATEGY
VISION
PROBLEM SOLVING
BUSINESSMAN
REPORT
IDEA
WORKFLOW
REVENUE
PROJECT
TAKE OVER
CUSTODIAN AGNOSTIC
DEFENSE STRATEGY
CONTRACT
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
CUSTOMIZED PORTFOLIOS
GROWTH
ORGANISATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
DIRECT INDEXING
CALENDAR
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
25
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
INVESTMENT POLICY
STATEMENTS
MARKETING SUPPORT
PRIVATE LABELING
RISK MANAGEMENT TOOLS
FINANCIAL PLANNING TOOLS
Axxcess has a solution to help your clients track, report and bill on
their total wealth. Advisors can integrate tactical, strategic equity, and
ETF strategies alongside fixed income, options overlay and private
investments-all in a single brokerage account; track, monitor and
report on each strategy at the sleeve-level. We built our reporting
platform to deliver a comprehensive view of client wealth-both online
and on paper. We will brand your portal application for your clients to
download from the Apple App Store and Google Play for Android.
Plus, our platform provides both investment operations and portfolio
management solutions along with custom reporting, billing, client
portal and CRM integration. Our clients include single and multi-family
offices, traditional wealth advisory, and money managers. Axxcess has
developed a prospect portal technology that allows you to revolutionize
your business development process where prospects can onboard their
outside accounts from within your branded client portal. Our platform
transforms your proposal, IPS generation, account onboarding and
client servicing models. Create proposals, financial plans, risk analysis,
and engage your prospects in a way other Advisors simply cannot.
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.
TM
New business contact:
Cory Persson, CFA, CFS
Chief Investment Officer
Phone: (866) 217-5607
Email: cory@axxcesswealth.com
Website: www.
axxcessplatform.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Cory Persson, CFA, CFS
CIO
Type of Program: TAMP,
OCIO, SMA, UMA, private
equity, private credit, hedge
fund
Total Assets in Program:
$12.0 billion
Managers GIPS®
Compliant: Yes
Types of Products Available:
SMA, funds, ETFs, fixed
income, structured products,
hedge funds, private
equity, real estate, model
management, financial
planning, third-party sub
advisors, ETF wraps, risk
managed, tactical overlays,
options overlays, prime
broker support, digital client
experience, external account
aggregation
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Independent advisors (IARs),
RIAs, broker-dealers
Optimized for Tax Trading
Efficiency: Yes
47 ED I T A B L E L I N E I C O N S S E T
STRATEGIC FEATURES
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: N/A
http://www.axxcessplatform.com https://www.axxcesswealth.com/pages/firminfo/ https://www.linkedin.com/in/corypersson/
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
