Center of Influence | Axxcess Platform

Partner with Axxcess

Our Platform Partnership gives CPA and Attorney’s a way to collaborate with their high net worth clients’ traditional and alternative investments in a single comprehensive platform for a full accounting of their wealth.

Simplify the complex

YOUR CLIENTS HAVE LIKELY INVESTED IN A REAL ESTATE PARTNERSHIP, OR HELPED GROW A PRIVATE COMPANY. YOU CAN HELP THEM GET THEIR DIRECTED ALTERNATIVE INVESTMENTS ORGANIZED WITHIN YOUR REPORTS AND CLIENT PORTAL. CLIENTS CAN ORGANIZE ALL OF THEIR INVESTMENT STRATEGIES INTO A SINGLE BROKERAGE ACCOUNT FOR EACH REGISTRATION, SIMPLIFYING THE 1099 TAX REPORTING, IMPROVING TAX LOSS HARVESTING, AND IMPROVING AFTER-TAX RETURNS.

Our platform provides investment operations and portfolio management solutions, custom reporting, billing, client portal, and CRM integration. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers.

We excel in meeting the needs of anyone serving high net worth clients.

Hedge Funds

Hedge funds access can be direct, or through one of our platform partners:

CAIS

ICapital Network

Gemini Platform

Crystal Capital

Directed Investments.

Credit/Private Debt

Private Credit includes middle market, platform, hard money, and trust deed investments.

Real Estate

Directed, syndicated, partnership, fund, and REIT holdings can be tracked and reported on through the PAP.

Private Equity

Private Equity:

Track capital commitments, capital drawn, allocations by manager, risk, strategy, and type.

Partner on a formal, or informal basis.

Axxcess Platform is built from a Fiduciary perspective. Advisory fees can be shared with the professional, with appropriate disclosure to the client.

If you hold securities licenses, our middle and back office systems will white labeled for your practice. Our firm can power you entire investment platform, in a simple cost effective arrangement.

Move your business upstream one client at a time. Work with us on a single client, or on a larger portion of your business

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.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.