Axxcess Capital Partners
Services We Provide
Starting with product development, we work hand in hand with our partners to develop and build brands that reflect thoughtful consideration of today's investor. This comprehensive approach strengthens every aspect of the offering process and helps to create robust programs for a demanding marketplace.
Consulting and Product Development
We rely on constant communication and discussion groups with Registered Investment Advisors, Broker Dealers, and Registered Representatives to provide advice on key structural elements of contemplated offerings to ensure that no obstacles are written in to the offering documents that would be detrimental to the capital raise. These efforts also ensure that the offering terms are in line with the market.
Registration, Compliance, and Regulatory Advice
With in house compliance and an excellent working relationship with our supervising Broker Dealer, ARI Financial Services (ARI), our firm adds tremendous value with regards to navigating the registration and regulatory issues and governing bodies associated with investment offerings.
Branding and Marketing Development
We take an educational approach to marketing, hosting periodic webinars with experts in their fields (often CFP© CE Approved), authoring research papers, and speaking at industry related events. Additionally, we have close ties and strong working relationships to very creative, talented, and efficient financial industry graphic art and web design consultants in addition to talented PR professionals.
Broker Dealer/Custodial Services and Support
For the Broker Dealer- Axxcess strives to provide broker dealers and their registered representatives all of the educational, due diligence, and communication support in order to help firms increase their market share.
For the RIA- Axxcess is accustomed to working with custodians of all shapes and sizes in order to get alternative products approved on various platforms.
Investment Processing and Communication
We work diligently with all third parties to ensure that subscription and fulfillment documentation is executed in an accurate and timely manner.
Investor Services, Communication & Reporting
Our team members are highly experienced and have the capabilities both from a human capital and infrastructural standpoint to provide professional investor relations services to third parties wishing to outsource those important functions.
Offering Updates and Strategy
We believe in transparency. As a part of our best business practices we prepare and deliver weekly written updates to our clients and are constantly analyzing, discussing, and nimbly adapting the marketing strategy in order to achieve optimal results.