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.