The Allocator allows clients and advisors to stress test the outcomes of real world scenarios, and then model the potential impact of investment and allocation decisions. Clients and advisors are better informed, and can make foundational decisions based on stress testing current and future risks.

Axxcess Wealth Management allows clients to reduce the number of accounts required to implement an investment strategy. Third party managers can trade their strategies inside a single brokerage account.

Axxcess Wealth Management partners with traditional Custodians like Schwab, Fidelity IWS, and Ameritrade, as well as direct, self directed options, and our Private Asset Platform.

Connect bank, brokerage, mortgage, business and liability statements digitally in a single secure portal. Report accross your entire household.

The Axxcess Allocator is a quantitative approach to test economic and market scenarios that may help you make more prudent investment and financial decisions.

The Axxcess Allocator is a proprietary, end-to-end portfolio proposal and allocation tool that allows your advisor to easily create proposals, and digitally implement recommendations.

This revolutionary tool allows clients to compare their current vs proposed portfolio strategies, monitor risk, stress test macro economic or geopolitical impact, and analyze all of your asset classes in one complete portfolio analysis.

A scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns, or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.

Our platform tracks over 90 different economic factors including GDP growth and CPI, market data like commodities and currency prices, and industry-specific factors such as shipping rates and housing starts. Then, based on statistical correlations, it analyzes the effect of these factors on assets in your portfolio.

Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.