Category: News
-
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…
-
Default Features & Settings You Should Disable On Windows 10
CNET | Tech September 29, 2021 7:05am PST Alison DeNisco Rayome, Sarah Jacobsson Purewal Windows 11 may be on the way, but more than 1 billion people are still using Windows 10 — and many have no idea about the default settings that collect information, make you see more ads and notifications and may be slowing down…
-
Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
Axxcess Wealth Management has been named as the 20th fastest growing firm in the country. Working with Axxcess will give you: Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account. Performance reporting at the household, registration, account, security and strategy levels. Rich content is customized in…
-
Axxcess Platform announces the rollout of a platform allocation tool
Aug 30, 2019, 08:00 ET CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ — The Axxcess Platform (“Platform”), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC (“Axxcess”) announced today the completion of a co-development project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management…
-
Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
Axxcess Wealth Management has been named as the 10th fastest growing RIA firm in the country! Working with Axxcess will give you: Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account. Performance reporting at the household, registration, account, security and strategy levels. Rich content is customized in…
-
Axxcess welcomes Adrienne Rivett!
Axxcess is excited to welcome Adrienne Rivett as Director of Platform Services. After 14 successful years in the financial services industry, she brings broad experience in trading, operations, investments, technology and advisor solutions. Her true passion is working directly with advisors to promote scaling and growth of their businesses. Her motto, “Aut viem inveniam aut faciam,” is Latin for,…
-
Post-Tax Day “Get a Grip” Golf Tournament 2019
Axxcess Wealth Management is once again one of the sponsors of this year’s Post-Tax Day Golf Tournament. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs, attorneys, financial advisors, bankers, and risk professionals. Please join us and use this opportunity to network and mingle with fellow industry professionals.…
-
We’re Proud to Introduce Cory Persson
Cory joins Axxcess Wealth in our Carlsbad Office as the Director of Investment Operations. He’ll focus on portfolio research and investment allocation, assisting both clients and advisors in selection and oversight of investment strategy, and enhancing investor communication. Cory will head up our relationships with existing sleeve managers, and work with advisors to generate proposals…
-
How to View and Approve Your Billing Update
Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile. Just as a quick reminder on how to find your Billing folder follow these simple steps. Begin by going to your personal profile to view links to your billing folders. If you have any questions or…
-
WarRoom: Bitcoin – Con or Currency? (CFP CE Credit)
Bitcoin – Con or Currency? 25 January 2018 4:30 pm Eastern The bitcoin craze is taking us into uncharted waters and unregulated digital money is fighting to replace government-backed money. While we are constantly bombarded by cryptocurrency news, the Euro and British Pound have staged a comeback. – Do cryptocurrencies have value? – How have other…
-
Trump’s Tax Plan: What You and Your Clients Should Know
Have you read and reviewed the new tax plan with your clients? Most taxpayers are wondering about the tax changes and how it’s going to affect them. Your high-net-worth clients are going to have a few special questions for you. It is important to note that this bill will not affect 2017 taxes. While the…
-
Billing Update for Q1 2018
Happy New Year! Great news: Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile in your Jan 2018 folder. Once you have had a chance you review your Forecast Bill, if approved, please go the Axxcess Wealth Management Hub (https://hub.axxcessplatform.com) and click on the photo…