Axxcess Allocator

Stress test, optimize, and implement with the Axxcess Allocator.

Your choice of custodian

Execute model and trade orders across your business

End to end alternative investment subscription processing

Digitally open accounts with Goldman Sachs

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

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.

1
Blend tactical and strategic strategies for your client in a single brokerage account.
2
Report and bill at the Sleeve Manager level.
3
Axxcess customizes its tools for Advisor Partners.

The Axxcess Allocator allows you to blend advisor directed, third party SMA, and institutional alternative investments into a branded proposal, then accept and allocate your recommendations.

SCENARIOS

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.

ASSET ANALYSIS

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.

STRESS TEST

Our platform tracks over 90 different economic factors. Then, based on statistical correlations, it analyzes the effect of these factors on assets in your portfolio.

DIFFERENTIATE YOUR BUSINESS.

Move your RIA upstream, one client at a time.
Get in Touch
CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
Privacy PolicyFirm FAQ’sFirm Business Continuity PlanTrade PolicyCode of Ethics
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.

USEFUL LINKS
Menu
close