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.
PLATFORM SERVICES
SLEEVE MANAGEMENT
MANAGER RESEARCH
OPEN ARCHITECTURE

PLATFORM SERVICES

The Axxcess Platform helps advisors deliver a portfolio solution that is both scalable, and customized for the unique needs of your client base.

The Platform approach delivers access to model portfolios of a wide variety of third party investment managers. The Axxcess Platform is a nationally recognized TAMP (Turn Key Asset Management Platform) used by independent RIA firms and Broker Dealers turning to Axxcess to deliver investment operations, compliance, and trading solutions to support their independent businesses.

TAMP SERVICES

Axxcess partners with firms as a sub-advisor, allowing advisors to work with us on a single account, group of clients or your book of business. Our TAMP platform is approved on most major custodial platforms.

THE ALLOCATOR

This proprietary manager and advisor-directed allocation tool models current vs proposed outcomes, analyzes allocations, customizes portfolios, and monitors risk.

BUSINESS DEVELOPMENT

Effortlessly manage marketing content and client communication strategies across multiple channels including, social media, blog, web, email, and client portal.

ACCOUNT INTEGRATION

Add outside accounts, plus lending and direct investment information, to help generate valuable analysis and advice.

MULTI-ASSET CLASS PORTFOLIO

Each custodial account can be sleeved to incorporate advisor-directed and third-party strategies with unique fee schedules.

BACK OFFICE SUPPORT

Billing, reporting, administrative and compliance support services are provided via a single sub-advisory relationship.

SLEEVE MANAGEMENT

Each custodial account can be sleeved to incorparate advisor directed, and third party managed strategies. This allows advisors to apply unique fee schedules, and report on each strategy at the sleeve and security level.

MANAGER RESEARCH

The Axxcess Customized Portfolio Platform allows Advisor Firms to build multi manager strategies as stand alone portfolio solutions, or to compliment Advisor Directed strategies.

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

OPEN ARTCHITECTURE

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.

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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