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.