Axiom — Easy, one-step process to manage your accounts that's "invisible" to your clients
We believe so strongly in the business efficiencies and profitability
benefits Axiom delivers, that we didn’t want account setup
concerns to bog down your decision to join our platform and begin
to realize those benefits. Axiom is committed to helping you easily
adopt our platform. That’s why we built Axiom, to remove the
headache and worry about lost productivity and retaining valuable
client details while we automagically setup your account.
First, and most importantly, Axiom allows you to keep your current
custodian. In fact, our technology lets you keep your clients
existing account number and custodial statements making for an
exceptionally smooth transition. Your clients won’t even notice
your change to Axiom.
Your clients will, however, notice and appreciate the enhanced
value they will start to see in their interactions with you; all as
a result of gaining access to Axiom’s world-class managers, our CFA®
advice, complete investment management, reporting analysis by
Addepar, and all our consultative services and behind-the-scenes
Make the easy switch to Axiom today and start delivering more
value to your clients tomorrow.