America’s Best TAMPs Showcase - Flipbook - Page 32
2026 AMERICA’S BEST TAMPS
TM
AXXCESS
WEALTH
Cory Persson
Chief Investment
Officer
Axxcess Wealth Management, LLC • 6005 Hidden Valley Rd,
Ste 290, Carlsbad, CA 92011 • www.axxcessplatform.com
The Axxcess platform is built for the experienced Advisor looking to
improve its current RIA platform, or as an operational solution for a
high-caliber professional thinking of going independent and seeking a
seamless transition. We offer Advisors open architecture, with a full array
of wealth management and investment advisory services to move your
practice upstream. Axxcess combines true alternatives like: private equity,
private credit, hedge funds, and directed real estate alongside traditional
UMA strategies, with a fully integrated digital process for subscription,
allocation, and management of select alternative investments within the
same unified framework as traditional strategies.
We focus on strategic relationships
in the marketplace and continue to
invest heavily in our unique offering
for high-end clients and the advisors
who serve them. Our technology
extends beyond traditional TAMP/
UMA implementation to incorporate
private equity, private credit, hedge
funds, real assets, and tax-aware
long/short direct indexing within a
single unified environment.
Advisors can allocate, subscribe,
execute, and report on both traditional
and private investments digitally,
with integrated billing, capital call
tracking, MOIC and IRR reporting,
and consolidated household-level
performance. More than 400
strategies are available, including full
support for advisor-driven models and
custom allocations.
For Orion firms, we deliver these
capabilities directly inside your existing
database, without introducing another
vendor layer between you and your
client. We call this Orion Insourcing.
Our team of former Orion
professionals works within your
environment to optimize reporting,
billing, portfolio construction, sleeve
management, and trade execution.
The result is a unified advisor and
client experience delivered through
your brand—not ours.
Growth over the past year has
been driven by advisors seeking
differentiated, institutionally
structured, tax-aware portfolios
without adding operational
complexity. We believe advisors face
increasing competition from custodial
partners and continued consolidation
pressure across the industry. Most
custodial environments still silo
private investments from traditional
assets, creating friction in reporting
and oversight, an inefficiency we
have deliberately eliminated.
Axxcess remains focused on
ultra-high-net-worth client needs
and complex situations that demand
experience, precision, and scale,
empowering advisors to move their
businesses upstream with confidence.
Axxcess has a solution to help your clients track, report and bill on
their total wealth. Advisors can integrate tactical, strategic equity, and
ETF strategies alongside fixed income, options overlay and private
investments—all in a single brokerage account; track, monitor and report
on each strategy at the sleeve-level. Private investments are supported
with capital call tracking, estimated K-1 monitoring, performance
reporting including MOIC and IRR, and integrated billing across both
public and private exposures. We built our reporting platform to deliver a
comprehensive view of client wealth—both online and on paper. We will
brand your portal application for your clients to download from the Apple
App Store and Google Play for Android.
Plus, our platform provides both investment operations and portfolio
management solutions along with custom reporting, billing, client portal
and CRM integration. Alternative investment documentation, digital
execution, and consolidated reporting are delivered seamlessly within
the Advisor’s branded environment. Our clients include single and
multi-family offices, traditional wealth advisory, and money managers.
Axxcess has developed a prospect portal technology that allows you to
revolutionize your business development process where prospects can
onboard their outside accounts from within your branded client portal.
Prospects can also aggregate and analyze private investment holdings
alongside traditional assets, enabling more sophisticated portfolio
conversations from day one.
Our platform transforms your proposal, IPS generation, account
onboarding and client servicing models. Create proposals, financial
plans, risk analysis, and engage your prospects in a way other Advisors
simply cannot. Private investments can be incorporated directly into
proposals and stress testing scenarios, allowing Advisors to model
total portfolio outcomes with greater precision.
Our focus is on 3c(1) and 3c(7) clients and the Advisors that serve
them. If you are interested in providing a platform of services designed
to move your business upscale, Axxcess is your solution.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
FINANCIAL PLANNING TOOLS
ACCOUNT REBALANCING
INVESTMENT POLICY
STATEMENTS
New business contact:
Cory Persson, CFA, CFS
Chief Investment Officer
Phone: (866) 217-5607
Email: cory@axxcesswealth.com
Website: www.
axxcessplatform.com
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Cory Persson, CFA, CFS
CIO
Type of Program: TAMP,
OCIO, SMA, UMA, private
equity, private credit, hedge
fund
Total Assets in Program:
$12.0 billion
Managers GIPS®
Compliant: Yes
Types of Products Available:
SMA, funds, ETFs, fixed
income, structured products,
hedge funds, private
equity, real estate, model
management, financial
planning, third-party sub
advisors, ETF wraps, risk
managed, tactical overlays,
options overlays, prime
broker support, digital client
experience, external account
aggregation
Platform Tracks Client
Holdings: Yes
Program Compatible for:
Independent advisors (IARs),
RIAs, broker-dealers
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
PRODUCTIVITY
CLIENT PORTAL
MARKETING SUPPORT
CUSTODIAN AGNOSTIC
PRIVATE LABELING
CUSTOMIZED PORTFOLIOS
DIRECT INDEXING
RISK MANAGEMENT TOOLS
32
Asset Allocation
Methodologies: N/A
