Portal

Portal

AGGREGATION | ONBOARDING | SCALE

Engage

BUSINESS DEVELOPMENT

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Axxcess has a development and creative team in house to design your Advisor site to give you more than a digital presence.

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!

Talk to a consultant

Target Your Audience

Prospects in Retirement

Executives

College Planning

Core Functionality

The prospect portal technology 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.

Engage
Develop
Digitally Onboard
Scale
Client Experience
Retain
Education
Services
  • Financial Planning
Are you a Prospect?

Please click the link to onboard.

Jon Brackman

Jon Brackmann is the Chief Operating Officer at Axxcess Wealth Management where he has worked with our clients and team of investment advisors since 2011. He is based out of the Scottsdale, AZ branch of AWM where he oversees the operations and trading departments of our firm. Jon is also responsible for working on the design and execution of the Axxcess Customized Portfolio Platform. Prior to working at AWM, Jon spent 12 years working for a $20 billion global money management company, Calamos Investments.

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