CRD: 299800
Access Softek Advisory Services
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- Custodian
- Bitgo · Drivewealth
- Clients
- Retail
- Platforms
- Wave focusOptima wave +more
- Established Date
- 10-01-2018
- Office Locations
- 2
Office Locations
About Access Softek Advisory Services
Access Softek Advisory Services powers EasyVest, a white-labeled investing experience embedded in online banking for banks and credit unions. It offers an automated option for new investors and “YourChoice” self-directed portfolios with real-time trading and fractional shares. Built for compliant rollout on the Access Digital Platform; accounts can open with as little as $200 after a risk-tolerance questionnaire.
Team overview
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Owner & Executives
CHRISTOPHER GEORGE PATRICK DONER
Managing Member
- CRD
- --
- Ownership
- Less than 5%
FRANCESCA ELAINA VISCONTI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Patrick Shawn Dobens
Senior Product Manager
- CRD
- #7405854
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,791,898 | $3,162 |
| Non-Discretionary | $609,133 | $2,986 |
| Total | $7,401,031 | $3,147 |
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Separately Managed Accounts
Total SMA Asset: $7,401,031
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $230,368,116 | 27.6% |
| Other | $298,810,818 | 35.8% |
| Cash | $305,488,154 | 36.6% |
| Total | $834,667,088 | 100.0% |