Axxcess Wealth Management Upgrades Orion and Launches New Tools for Advisors Seeking Independence
Axxcess Wealth Management, a leading SEC-registered investment advisor, has recently announced an exciting expansion of its Orion insourcing services, designed specifically for firms utilizing Orion Advisor Technology. This enhancement also introduces two practical diagnostic tools that aim to facilitate a smoother transition for advisors contemplating independence.
New Diagnostic Tools
One notable development is the introduction of the Orion Utilization Benchmark, a concise assessment comprising 24 questions that can be completed in about six minutes. This tool evaluates how effectively firms utilize Orion across eight critical operational areas, ranging from billing and trading to vendor expenditure. After the assessment, Axxcess specialists conduct a 30-minute optimization session that focuses on the firm's three weakest points, creating a structured approach to operational enhancement.
A New Model of Insourcing
Axxcess's insourcing model significantly changes the traditional vendor relationship by integrating seamlessly with the firm’s existing Orion database while eliminating unnecessary complexity associated with third-party vendors. This new model allows Axxcess to manage operations under the firm’s brand, employing a team that includes several former senior personnel from Orion. They handle daily operations such as billing, trading, reporting, reconciliation, and compliance.
Axxcess is committed to providing comprehensive support, including Unified Managed Accounts (UMA) and Unified Managed Hedge Funds (UMH), with an impressive catalog of over 400 separately managed account (SMA) strategies. Moreover, Axxcess covers the entire lifecycle of alternative investments. By reducing the number of vendor relationships, firms can more effectively scale their operations.
Jon Brackmann, COO of Axxcess, emphasized the innovative shift this approach represents: “Most firms have structured their operations around vendors. Insourcing removes the vendor from the equation. It’s not about changing technology; it’s about who manages it and the brand it operates under.” Axxcess demonstrates this model through its success in managing a platform valued at $14.4 billion, showcasing its potential for growth within client firms.
Independence Readiness Assessment
In addition to the Orion Utilization Benchmark, Axxcess has developed the Independence Readiness Assessment. This tool evaluates an advisor's preparedness across seven important dimensions—client ownership, contract terms, book portability, economics, and more—and recommends a realistic course of action along with a suggested timeline.
This assessment initiates a confidential and structured dialogue between advisors and Axxcess's transitions team, where the advisor’s results are discussed under a signed Non-Disclosure Agreement (NDA). The transitions team not only explores the economics of W-2 versus independent models but also reflects on forgivable-note considerations, laying the groundwork for moving forward with a clear understanding of options.
Adrienne Rivett, Director of Platform Services at Axxcess, highlighted the value of the NDA-first approach: “This allows advisors to engage in meaningful discussions regarding their business and improving the alignment between client and advisor experiences. It provides a clear picture of their firm operating with institutional infrastructure without sacrificing equity.”
Ownership Preservation
One of the standout features of Axxcess’s new offering is that advisors maintain complete ownership of their clients, data, and businesses—an essential factor for many advisors considering their options.
Company Overview
Axxcess Wealth Management is headquartered in Carlsbad, California, with a secondary office in Scottsdale, Arizona. As a resource for independent advisors and Registered Investment Advisors (RIAs), Axxcess provides a wide array of services, including UMA/UMH, alternatives, billing, trading, reporting, and compliance support—all delivered under the advisor's brand. As of December 31, 2025, the firm proudly reported managing over $14.4 billion in regulatory assets under management and assets under administration, solidifying its status as a leader in the industry. Axxcess has been recognized as one of America's Best TAMPs by Wealth Advisor Magazine for several consecutive years, from 2018 to 2026.
In summary, Axxcess Wealth Management's recent expansions and innovations signal a strong commitment to empowering advisors and firms, significantly transforming the landscape of investment management. By prioritizing independence and operational efficiency, they are poised to redefine how advisors navigate their business models in today's competitive environment.
New Diagnostic Tools
One notable development is the introduction of the Orion Utilization Benchmark, a concise assessment comprising 24 questions that can be completed in about six minutes. This tool evaluates how effectively firms utilize Orion across eight critical operational areas, ranging from billing and trading to vendor expenditure. After the assessment, Axxcess specialists conduct a 30-minute optimization session that focuses on the firm's three weakest points, creating a structured approach to operational enhancement.
A New Model of Insourcing
Axxcess's insourcing model significantly changes the traditional vendor relationship by integrating seamlessly with the firm’s existing Orion database while eliminating unnecessary complexity associated with third-party vendors. This new model allows Axxcess to manage operations under the firm’s brand, employing a team that includes several former senior personnel from Orion. They handle daily operations such as billing, trading, reporting, reconciliation, and compliance.
Axxcess is committed to providing comprehensive support, including Unified Managed Accounts (UMA) and Unified Managed Hedge Funds (UMH), with an impressive catalog of over 400 separately managed account (SMA) strategies. Moreover, Axxcess covers the entire lifecycle of alternative investments. By reducing the number of vendor relationships, firms can more effectively scale their operations.
Jon Brackmann, COO of Axxcess, emphasized the innovative shift this approach represents: “Most firms have structured their operations around vendors. Insourcing removes the vendor from the equation. It’s not about changing technology; it’s about who manages it and the brand it operates under.” Axxcess demonstrates this model through its success in managing a platform valued at $14.4 billion, showcasing its potential for growth within client firms.
Independence Readiness Assessment
In addition to the Orion Utilization Benchmark, Axxcess has developed the Independence Readiness Assessment. This tool evaluates an advisor's preparedness across seven important dimensions—client ownership, contract terms, book portability, economics, and more—and recommends a realistic course of action along with a suggested timeline.
This assessment initiates a confidential and structured dialogue between advisors and Axxcess's transitions team, where the advisor’s results are discussed under a signed Non-Disclosure Agreement (NDA). The transitions team not only explores the economics of W-2 versus independent models but also reflects on forgivable-note considerations, laying the groundwork for moving forward with a clear understanding of options.
Adrienne Rivett, Director of Platform Services at Axxcess, highlighted the value of the NDA-first approach: “This allows advisors to engage in meaningful discussions regarding their business and improving the alignment between client and advisor experiences. It provides a clear picture of their firm operating with institutional infrastructure without sacrificing equity.”
Ownership Preservation
One of the standout features of Axxcess’s new offering is that advisors maintain complete ownership of their clients, data, and businesses—an essential factor for many advisors considering their options.
Company Overview
Axxcess Wealth Management is headquartered in Carlsbad, California, with a secondary office in Scottsdale, Arizona. As a resource for independent advisors and Registered Investment Advisors (RIAs), Axxcess provides a wide array of services, including UMA/UMH, alternatives, billing, trading, reporting, and compliance support—all delivered under the advisor's brand. As of December 31, 2025, the firm proudly reported managing over $14.4 billion in regulatory assets under management and assets under administration, solidifying its status as a leader in the industry. Axxcess has been recognized as one of America's Best TAMPs by Wealth Advisor Magazine for several consecutive years, from 2018 to 2026.
In summary, Axxcess Wealth Management's recent expansions and innovations signal a strong commitment to empowering advisors and firms, significantly transforming the landscape of investment management. By prioritizing independence and operational efficiency, they are poised to redefine how advisors navigate their business models in today's competitive environment.
Topics Financial Services & Investing）
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