Digital Proposals, Subscription, & Execution
UMA/UMH Platform
Tax-Aware 'Enhanced' Wealth Management
Alternatives Allocator
Outsourced Chief Investment Officer
'AxxcessLINK' Retirement Solutions
Blend tactical, equity, fixed income and direct investments in a single UMA/UMH platform.
Create a multi manager, sleeved UMA account and allocate digitally. ADV’s and Third Party SMA addendums are digitally 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.
Open Architecture
Advisor as PM
True Alternatives
Each custodial account can be sleeved to incorporate 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.
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.
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.
Since the Global Financial Crisis over fifteen years ago, investors have seen substantial wealth creation across various assets, leading to significant unrealized capital gains in a variety of assets including your favorite technology/growth stock, your private company or private equity portfolio, your primary residence or vacation home, as well as physical art and digital (crypto) assets.
Tax benefits can now extend beyond capital gains and can be directly applied against income. But unlike traditional tax shelters with direct ownership of real estate, today’s benefits are not limited to passive income and can instead now go against 1099 and W2 income allowing for meaningful tax offsets and planning opportunities.
LEARN MOREThis proprietary manager and advisor-directed allocation tool models current vs proposed outcomes, analyzes allocations, customizes portfolios, and monitors risk.
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.
LEARN MOREAdvisors today face increasingly complex responsibilities and resource constraints. Axxcess’ investment team can help you and your team manage allocation and security selection decisions.
Axxcess’s IOC services are central to our mission to help advisors and their clients reach their investment goals and core objectives. Advisors can gain scale and efficiency outsourcing model creation, allocation, implementation, and ongoing monitoring in a fractional overlay service, with the direct support and interaction of Axxcess’s team of CFA® charterholders.
By offering expert management and daily oversight, our FPM and IOC services free up resources, allowing organizations to focus on their core operations. These services can also provide cost-saving opportunities through scale, and greater access to investment opportunities.
LEARN MOREAxxcessLINK enhances your advisory practice by allowing you to provide investment management services to your clients that have a 401k account.
AxxcessLINK is a 401k platform that helps a business owner manage plan costs and provide employees with true conflict free investments and advice. AxxcessLINK has a retirement recordkeeping system that charges no asset based fees for record keeper services. Instead, participants pay one flat fee regardless of their account size in the plan.
AxxcessLINK provides powerful planning tools to help participants make good decisions about their investments. Participants can track and manage outside accounts, as well as project and stress-test retirement income outcomes. AxxcessLINK can add a self-directed brokerage option for particpants, enabling allocations to a wider range of investment options outside the plan’s core menu.
With AxxcessLINK you can:
Trade your clients 401k account on a discretionary basis, using plan investment menu options.
Report and calculate fees for your services.
Use your models, or third party SMA managers, to implement sophisticated, private wealth strategies within your clients 401k account.
