CUSTOMIZE YOUR PORTFOLIO 
WITH THE

Axxcess Customized Portfolio Platform

The Axxcess Customized Portfolio Platform (ACPP) allows Advisor Firms to build multi manager strategies as stand alone portfolio solutions, or to compliment Advisor Directed strategies.
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Trade Order Management

UMA/UMH Sleeve Trading

Multi Asset Multi Custodial

Advisor Directed Strategies

More than 400 Asset Management strategies are available on the platform.

Axxcess can help implement and scale your models or strategies, through our white labeled ACPP solution. 

These sub-advisor relationships deliver a unique, tax efficient portfolio solution to your clients that eliminate costly layers of fees, and delivers portfolio strategies from some of the worlds preeminent asset managers. Axxcess has both direct indexing and concentrated position hedging solutions.

Combine advisor directed strategies with equity, fixed income, mutual funds, ETFs and private investments in a single account.

Trade Order Management

UMA/UMH Sleeve Trading

Multi Asset Multi Custodial

Advisor Directed Strategies

More than 400 Asset Management strategies are available on the platform.

Axxcess can help implement and scale your models or strategies, through our white labeled ACPP solution. 

These sub-advisor relationships deliver a unique, tax efficient portfolio solution to your clients that eliminate costly layers of fees, and delivers portfolio strategies from some of the worlds preeminent asset managers. Axxcess has both direct indexing and concentrated position hedging solutions.

Combine advisor directed strategies with equity, fixed income, mutual funds, ETFs and private investments in a single account.

Open architechture, true alternatives ON THE

Axxcess Alternatives Platform

The Axxcess Allocator integrates alternative investments with traditional equity and fixed income strategies in a single proposal. Accept and allocate strategies digitally in a simple workflow. Need a new account? Open an account with Goldman Sachs digitally from within the Allocator.
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CUSTOMIZE YOUR PORTFOLIO WITH the

Axxcess UMA/UMH Platform

Blend institutional equity and fixed income strategies with private equity, private credit, and hedge funds in the same account.
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SCALE YOUR RIA WITH AN

Outsourced Chief Investment Officer

Advisors today face increasingly complex responsibilities and resource constraints. Axxcess’ investment team can help you and your team manage allocation and security selection decisions.
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PRESERVE YOUR CLIENTS' WEALTH WITH

Enhanced Wealth Management

We educate investors on new and complex subjects all in an accessible manner. The topics and strategies discussed herein are oriented towards larger taxable investors facing high income taxes, large unrealized capital gains, or those with impending liquidity events.
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CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.

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