Axiom Wealth Platform
Why Axiom?
Symmetry developed the Axiom Wealth Platform to empower Financial Advisors—helping you support scale your business and better serve your clients.
Axiom is an innovative, comprehensive TAMP designed to enhance your productivity and increase operational efficiency.
The Axiom Wealth Platform was built with intention. The ready-to use solution simplifies investment management, so you can focus on building client relationships—instead of managing back-office functions.
Our differentiator? An exclusive solution that seamlessly integrates portfolio management, trading, reporting, and compliance to help you elevate your practice.
Intuitive User Interface
With smooth an efficient navigation, providing a seamless experience for you and your clients
Improved Communication
With a direct link to Symmetry’s back office, offering multiple channels for seamless communication with our team
Access to Tools and Resources
Technology for planning, risk management, CRM, and a robust Resource Center with Advisor and client materials.
Advanced Analytics Capabilities
To help you dive deeper into your clients’ portfolios, enabling better-informed decision-making
Comprehensive Client Portal
Where clients can access important documents, and securely communicate with you
Turnkey Asset Management Platform
Working With a TAMP
Financial Advisors utilizing a Turnkey Asset Management Platform (TAMP) can free up time and become more efficient. A TAMP provides premier investment strategies and solutions, robust technology, and streamlined automation—all creating more time to for you provide comprehensive support to your clients.
With the growth of the personal Financial Advisor market expected at 13% between 2022 and 20321, more and more Advisors will be seeking external resources, like a TAMP, to help remain independent and streamline their services.
Outsourcing expertise can help you scale and sustain your business and better manage affluent clients, who tend to pay higher fees for solutions to complex problems. Outsourced support is used by 55% of Advisors serving clients with $3 million or more in assets and 41% of those serving clients with $1 million or less.
Working with a TAMP can provide value to all your clients—from more opportunities to diversify investments to potential cost savings to enhanced communication and transparency
Doing Better Business
Independence
You’ve worked hard to build your book of business—why should you give it away?
As an independent Advisor, your independence is key. With the Axiom Wealth Platform, you can be independent and in control knowing your book of business remains yours. And, as your book of business grows, Axiom can grow with you.
Simplification
Managing business back-office tasks, such as analyzing investment performance, researching technology, billing, and paperwork, can be time-consuming and complex, leaving little time for prospecting and relationship building.
The Axiom Wealth Platform offers valuable tools and resources to simplify operations, integrating trading and compliance into a single system.
Scalability
The Axiom Wealth Platform structures your business growth. Access to diverse investment products and technology platforms expands your service offerings and potentially attracts more clients.
Automating portfolio management and administrative tasks reduces staff needs, enabling efficient management of a larger client base and scaling without compromising service quality.
Support
Independence doesn’t mean doing it alone. The Axiom Wealth Platform connects you to Symmetry’s experts, research professionals, and business consultants.
You also have access to a resource center with fact sheets, returns, marketing materials, market updates, and client experience resources. The centralized report ticketing system provides a high-level view of your clients’ investments and performance.
What Matters Most
Partnering with the Axiom Wealth Platform empowers you to streamline operations, enhance client service, and confidently scale your business. By utilizing the TAMP’s all-inclusive solutions and advanced tools, you can focus on what matters most—building lasting client relationships and growing and sustaining your practice.
