A sleeve is a portion of your main account that is treated as a normal account in our trading system. Creating sleeve accounts is a multi-step process that requires specific scenarios, and impacts several components of the platform.

Sleeve are a great way to assign multiple direct strategies to the same account. Sleeves also allow you to see detailed allocation reports and view performance on each individual sleeve strategy within your account.

Sleeves are a great solution for clients that want a more tax efficient and lower cost structure vs building portfolios.

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.

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 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.

Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions.

Research strategies from our pre-dilligenced, industry leading, investment managers, including alternatives, within the Axxcess Allocator.

We combine internally managed strategies with rigorously-selected direct asset managers to achieve a comprehensive platform of customized investment strategies.

Axxcess Wealth Management partners with traditional Custodians like Schwab and Fidelity, but expands resources with unique relationships with Goldman Sachs, UBS, US Bank, and Morgan Stanley.

The Axxcess Platform reduces the number of accounts required to implement an investment strategy. Axxcess’ UMA/UMH technology allows third party managers, advisors self directed models, and alternitrive investments in the same account.

Axxcess leverages financial planning software from leading providers like E-Money and MoneyGuide Pro, among other popular providers. Advisors with planning software preferences can work with our planning team, or continue to deliver their preferred output through our open architecture approach.