Axiom Wealth Platform
Keeping the Independent Advisor Independent
Designed to simplify investment management, Axiom helps RIAs focus on client relationships, instead of back-office tasks—helping boost productivity and operational efficiency.
Advisor Portal
An all-in-one centralized platform with tools to manage portfolios, trading, and client interactions
Client Portal
Providing clients with access to important documents and enabling them to securely communicate with you
Resource Center
Educational materials including brochures, whitepapers, and best practices solutions for both Advisors and clients
Service Center
A dedicated support hub offering RIAs assistance with technical issues, client inquiries, and platform navigation
Outsourced Back Office
Comprehensive backend support solutions, including compliance, reporting, and administrative tasks
Pro Capabilities
Portfolio management, trading, reporting, and compliance tools for efficient wealth management
Who is Axiom For?
The Axiom Wealth Platform was built for Independent Advisors looking to achieve scale and efficiency in their business.
Whether an experienced RIA or you’re transitioning from a Broker/Dealer or wirehouse, Axiom provides a seamless solution with intuitive tools, modern technology, and support to ensure a smooth setup, minimize client disruption, and maintain compliance.
Axiom’s advanced portfolio management, trading, compliance, and reporting capabilities help RIAs stay independent, scale their practice, and enhance client relationships to drive business growth.
Turnkey Asset Management Platform
Working With a TAMP
Symmetry’s Axiom Wealth Platform empowers Registered Investment Advisors to scale their business and better serve clients. Our innovative, comprehensive Turnkey Asset Management Platform (TAMP) integrates portfolio management, trading, reporting, and compliance.
Want to learn more? Read our blog Why Advisors Should Be Working With a TAMP.
* the Orion Advisor Wealthtech Survey 2024
of Advisors use tech to save time on ops/admin tasks*
of Advisors plan to increase their tech budget in 2025*
of Advisors don’t want to spend time on compliance tasks*
of Advisors have all the tech their firm needs*
Independence
Axiom Wealth Platform allows independent Advisors to maintain control of their book of business. As the business grows, so can Axiom.
Simplification
Business back-office tasks can be time-consuming. The Axiom Wealth Platform simplifies operations by integrating trading and compliance.
Scalability
Axiom Wealth Platform structures business growth through diverse investment products and technology platforms. This enables efficient client management and scaling.
Support
The Axiom Wealth Platform connects users to experts and resources. It also offers a centralized report ticketing system for client investment and performance.
The Axiom Advantage
PEOPLE
Symmetry Axiom provides dedicated advisor support by directly connecting you to Symmetry’s Subject Matter Experts (SMEs), research professionals, and business consultants, who are all committed to helping you succeed.
PROCESS
Our platform offers a range of valuable tools and resources designed to reduce operational complexities. Its integrated system manages everything from trading to compliance.
TECHNOLOGY
Access to diverse investment products and technology platforms enables you to expand services, attract clients, and scale efficiently—automating tasks to grow without increasing staff or compromising quality.
Discover Your Independence
Independent doesn’t mean going it alone. Find out how the Axiom Wealth Platform empowers you to streamline operations, enhance client service, and confidently scale your business. Schedule a demo today.