Client Experience

Give your prospects an experience before becoming a client. Onboard your prospects outside accounts, bank, lending, and private assets within your own branded environment. No more statements!

The Prospect Portal

Clients Dashboard

Clients Holdings

Clients Accounts

Create a unique client experience

If you are an existing Orion user, this multi purpose technology will help you grow your business. Giving your prospect an experience to digitally link their accounts, access their holdings daily will create more conversations for you and your Prospect. Your prospect registers on your site, and prior to becoming a client, can digitally link their outside accounts to your current Orion database as a Prospect. Instead of creating a portal for each of your clients through a third party financial planning solution, give your prospects a true call to action from within your existing corporate website. Create an experience for your prospect before they become a client. A rich experience will create more leads, expand your audience, and close more deals.

Prospect Portal Functionality

How does it work? The technology is configured either into your existing domain or sub-domain. Customize your work flow, data gathering, risk survey’s and registration process. Your client can digitally organize their holdings, cash flow, real estate and private investments. Once they become a client, your existing custodial data will feed in through your current interface. Prospects are looking for ease of use, a digital presence, and mobile functionality.

Enhance your existing site
The portal technology can be added to your existing website to create engagement.
Completely Custom
Never leave your brand. Give prospects access to your unique process.
Responsive Design
The Portal functionality is responsive, and mobile enabled.

Leverage Orion Integrations
Linked accounts integrate with the tools you use in your practice.
More conversation, more interaction.
Shorten your conversion process. Add engagement to your business development strategy.
Our Design Team
Our development and creative team is in house to give you more than a digital presence.

Specifically designed for firms using Orion Advisor Services Portfolio Accounting Software, Portal technology creates a window for your prospects and clients to add their outside investment, insurance, real estate, bank and lending accounts directly through your corporate website. The technology leverages industry leading aggregation to give your website a true “call to action” to engage your audience.

Learn more about the Axxcess Platform

Get in touch with us!

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.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.

Create a unique client experience

Prospect Portal Functionality

Learn more about the Axxcess Platform

CONTACT US