Category: Axxcess Headlines-News and Events
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This Week in the Markets – Bryan Goligoski
Two weeks forward, and the global economy’s inbox for unintended consequences of a Russian invasion of Ukraine is now full, and Microsoft doesn’t have a work around for this one yet. From any angle, unless you are sitting long every oil major, minor, and spec driller this is a problem. A big one. The spike…
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Axxcess Allocator- Risk Survey Tracking
The Axxcess Allocator Risk Survey Tracking https://allocator.axxcessplatform.com/ Client risk tolerance scoring and tracking is easily accomplished on the Axxcess Allocator. As an IAR of an RIA, there are requirements the SEC sets out summarizing Regulation of Investment Advisors (https://www.sec.gov/about/offices/oia/oia_investman/rplaze-042012.pdf) and the Allocator helps you deal with both. Your client will receive a branded email…
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How To Create And Reset Client Portals
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Q1 Billing Update- Billing Process Updates
Billing is underway. Here are few things to remember. Forecast bills will be emailed you to in the next week. Forecast bill review and certifications are due prior to running your live bills. For questions regarding billing, please click the chat window below.
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