Axxcess has developed a prospect portal technology that allows you to revolutionize your business development process. Prospects on-board their outside accounts from within your branded client portal. Create proposals, financial plans, risk analysis, and engage your prospects in a way other Advisors simply can’t. MORE CONVERSION, MORE INTERACTION. Separate yourself. A busy client is looking […]
Axxcess has a development and creative team in house to design your Advisor site to give you more than a digital presence. Axxcess has developed a prospect portal technology that allows you to revolutionize your business development process. Prospects on-board their outside accounts from within your branded client portal. Create proposals, financial plans, risk analysis, […]
Onboard your prospects in the same Advisor environment they use to access their accounts when they are clients. Add outside accounts using our aggregation technology in your own branded environment. Create proposals, IPS, and scenario analysis without having to enter a single ticker by hand. All within your Advisor environment.
Onboard your prospects in the same Advisor environment they use to access their accounts when they are clients. Add outside accounts using our aggregation technology in your own branded environment. Create proposals, IPS, and scenario analysis without having to enter a single ticker by hand. All within your Advisor environment.