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 for ease of use. Whether a COI, referral, or respondent to your marketing and business development campaign, a prospect that can do interact with your site, elevates your practice. You will shorten your conversion process, and create significant efficiency in your business development strategy.

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, and engage your prospects in a way other Advisors simply can’t.

MORE CONVERSION, MORE INTERACTION.

Separate yourself. A busy client is looking for ease of use. Whether a COI, referral, or respondent to your marketing and business development campaign, a prospect that can do interact with your site, elevates your practice. You will shorten your conversion process, and create significant efficiency in your business development strategy.

Axxcess Portal Client Portal offers many benefits for your clients, such as:

  • A simple, single login to view all their accounts through Orion’s aggregation power.
  • New opportunities to increase their financial literacy by accessing your content published through the portal. 
  • A simple and intuitive way to see how their accounts are performing and what their portfolio balances are at any given time.
  • 24/7/365 access, so they never have to wait to see account details. 
  • An easy way to schedule appointments and get in touch with you through Orion’s Calendly app integration. 
  •  Access to additional information such as a financial plan you’ve created together in your financial planning software.