AXXCESS CUSTOMIZED PORTFOLIO PLATFORM

Alternative Investment Platform

The Axxcess Platform 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.
REQUEST A DEMO
client experience
UMA/UMH
Platform
Enhanced management
ALTERNATIVES ALLOCATOR

AXXCESS ALTERNATIVE INVESTMENT PLATFORM

Client Experience, Proposals, Digital Subscription

The Axxcess Platform solves key challenges for advisors that work with high net worth clients. Analyze, propose, accept and allocate within the Axxcess Allocator-all digitally.

Open architechture, advisor as PM, and true alternatives. Blend tactical, equity, fixed income and direct investments in a single UMA/UMH platform.


aXXCESS ALTERNATIVE INVESTMENT PLATFORM

UMA/UMH Platform

-  400+ third party SMA “sleeve managers”
-  10+ custodial partners/data feeds
-  Direct/Alt investment reporting
-  Digital sub doc processing and fulfillment for Axxcess Platform marketplace Alts
-  Performance based billing
-  Integrated white labled mobile app
-  Client portal with planning, tax analsyis, and sleeve level performance reporting
-  Report on capital calls, MOIC, and IRRs on cash flows on your clients direct, and 
   platform alternative investments.

AXXCESS ALTERNATIVE INVESTMENT PLATFORM

Enhanced Management

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. Our strategies are best suited for portfolios ranging from $3 to $300 million.

The Enhanced Series has three components.
1. A client facing potential taxes, either ordinary, capital gains, or both.

2. A brokerage account that holds liquid, marketable securities, with the ability to short securities.

3. An asset management firm that executes the long/short direct indexing strategy.

Understanding how capital losses can be accelerated by changing the structure of the direct index can help clients address capital gains. 

Innovative Strategies to Address Financial Challenges

Alternatives Allocator

The Axxcess Platform solves key challenges for advisors that work with high net worth clients. Analyze, propose, accept and allocate within the Axxcess Allocator-all digitally.

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.

INCOME GENERATION

Products that seek higher returns/yield and lower volatiilty versus traditional fixed income investments, with potential for low correlation to stocks and bonds, a reliable current income stream and an inflation hedge.

- Non-Traded REITs
- Private Credits: Business 
   Development Companies, Direct
   Lending,  Opportunistic Strategies
- Private Real Estate Funds/
   Infrastructure

PORTFOLIO DIVERSIFICATION

Products that strive to maintain low correlations with traditional equity markets, with potential for lower portfolio volatility, increased risk adjusted returns, and reduced reliance on any on company, sector, country, etc.

- Absolulte Return Hedge Fund
   Strategies
- Equity Long/Short Funds
- Funds of Hedge Funds
- Relative Value Hedge Funds
   Infrastructure

TAX ADVANTAGES

Products designed to alleviate yearly tax liability, defer payment of capital gains, harness tax-managed structures or offer a step up in basis and tax advantaged income.

- Private Placement Variables Annuities
- Private Placement Life Insurance
- 1031 Exchange Funds
- Equity Exchange Funds
- Qualified Opportunities Zone Funds

GROWTH ORIENTATION

Producats that aim to generate excess returns and provide clients with incremental upside potential, wealth accumulation of strategies or seek to take advantages of the ‘illiquidity premium’ of private markets.

- Private Equity: Venture Capital, Growth Equity, Leveraged 
   Buyout, Secondaries & Co-Investments
- Equity Long/Short Funds

AXXCESS ALTERNATIVE INVESTMENT PLATFORM INNOVATIVE

Alternative Marketplace

45 Years of Alternative Investing

with relationships with some of the most dificult-to-access managers.

A Curated Platform of Alternative Investments

negotiated across asset classes.

Invest Directly in Private Companies

through Morgan Stanley’s Private Markets Platform.

First Look and Exclusive Access to Funds

that may otherwise only be available to institutional investors.

Lower Investment Minimums & Pricing

spanning a broad range of vehicles across the liquidity spectrum, including private equity, private credit, real assets, hedge funds and more.

Comprehensive & Rigorous Due Dilligence Process

driven by qualitative and quantitative frameworks and overseen by a comittee of senior investment, risk, legal, and compliance professionals.

AXXCESS ALTERNATIVE INVESTMENT PLATFORM

Digital Execution

Create a multi manager, sleeved UMA account and allocate digitally. ADV’s and Third Party SMA addendums are digiatlly delivered and signed.

Track, bill, and report on directed investments in the same account, integrating traditional SMA, Fixed Income, Mutual Fund, and ETF strategies.

Report, monitor, and analyze hedge fund, private equity, private credit and real estate within the same Advisor branded report portal.

WANT TO LEARN MORE?

Want to learn more about our Alternative Investment capabilities? Check out our Alternative Investments Brochure.
CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
Privacy PolicyFirm FAQ’sFirm Business Continuity PlanTrade PolicyCode of Ethics
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.

USEFUL LINKS
Menu
close
apartmentpencileyediamondsmilemagnifierpointer-up