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 architecture, advisor as PM, and true alternatives. Blend tactical, equity, fixed income and direct investments in a single 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.

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. 

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.

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.