Expand Your Advisory Practice
Connect with high-value investors ready to grow their wealth, while enjoying streamlined client management and performance-based rewards.
Why Join Access?
Connect your expertise with investors seeking portfolio growth.
Track trades, manage orders, and automate payments.
Streamline setup, connect seamlessly, and manage portfolios.
How Can You Become an Access Advisor?
Become an xCube Access Advisor in just a few steps. Register and create your profile, then get instantly matched with investors looking for portfolio growth. With a centralized dashboard, you can track trades and monitor performance effortlessly. Finally, earn and grow by setting the fee structure that best suits your advisory model.
EFFORTLESS CONNECTIONS WITH INVESTORS
xCube Access links you with investors who match your expertise and minimum NAV criteria, creating a seamless path to build advisory relationships. Your profile is highlighted to qualified investors at no extra cost, allowing you to concentrate on providing outstanding value.
STREAMLINED ADVISORY SETUP
xCube simplifies your advisory setup with templates and agreements designed for easy account management. When hired, investor KYC data is shared securely, and documents can be signed in the portal for smooth onboarding.
CENTRALIZED ADVISORY DASHBOARD
The Advisory Portal provides a centralized dashboard, making it easy to manage client accounts. Track trades, performance, and automated fees directly on the platform. Once approved, advisors have full control over investor accounts, executing trades through the Trading Terminal for efficient, seamless management.
