Private Asset – Axxcess Platform

Partner with Axxcess

The Private Asset Platform gives Advisors a way to manage their high net worth clients’ traditional and alternative investments in a single comprehensive platform for a full accounting of their wealth.

YOUR TOP CLIENTS HAVE LIKELY DONE A DEAL….

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

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.

What sets you apart is not that you have a less costly ETF portfolio, or another 40 act mutual fund.

A competitive Advisory firm has these resources too. What differentiates you is the ability to competently manage, organize and allocate to private assets.

Using technology to create an integrated P and L for a 3c1 or 3c7 investor’s Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity and Private Credit will help you deliver a valuable service where virtually none exists in our space.