Axxcess Hub
Enhance Your Practice With Tools, Insights & Training
Axxcess Platform Help Center
View your support options and service/compliance requests
Marketing Review Request
Campaign, Podcast, Social, Blog, and Email Compliance Review
Document Review Request
Upload EAs, CPs, CSAs, Private Placement and Diligence Docs to the back office for review
Training Center
Understanding your platform, practice management and client experience technologies and processes
Advisor/Covered Person Compliance
Submit OBA, Private Securities Transactions, Political Contributions and take CE courses

Practice On Track
Keeping Your

Portal
CLIENT EXPERIENCE
Choose curated content from the managers you use for your clients allocations, which is then channeled to your newsletter, blog, social media and client portals. Content is customized around your practices, goals and content objectives.

Allocator
Model and Strategy Builder
The allocator provides optimization, hedging and stress testing on both current and proposed allocations. Create a multi-manager sleeved UMA account and allocate digitally. ADV’s and Third Party SMA addendums are digitally delivered and signed.
Get expert analysis on markets, lifestyle planning, policy, asset class analysis and portfolio construction. Whether your clients need actively managed investments or index products, either as mutual funds or as ETFs, you're sure to find the right investment to meet your client's needs.
ACTIONABLE INSIGHTS SHOULDN'T REQUIRE A STATISTICS PHD
Insights

Axxcess Platform-Blend Equity, Fixed Income and Alternatives
Generate customized proposals, IPS, and stress tests. Research strategies, including alternatives within the Axxcess Allocator.
Create a multi manager sleeved UMA account and allocate digitally. ADV’s and Third Party SMA addendums are digitally delivered and signed.

Axxcess Wealth Management, LLC.
Carlsbad, California 92011
(858) 217-5347
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. For complete disclosures please visit: