High-net-worth clients hold private equity, private credit, hedge funds, and real assets alongside their equity and fixed income. Most platforms make the advisor propose, paper, and report those pieces separately. Axxcess puts them in a single proposal, takes acceptance digitally, and holds them in one UMA/UMH account with one statement — under your brand.
Each solution stands on its own page. They share one database, one proposal tool, and one statement, so an advisor can start with any one of them and add the rest without re-papering the client.
Advisor-directed and third-party strategies in one custodial account, each in its own sleeve with its own fee schedule and performance record.
Sleeve architecture →Private equity, private credit, hedge funds, and real assets with committee-overseen due diligence, digital subscription documents, and capital-call tracking.
Alternatives platform →A fractional portfolio manager and an investment oversight committee of CFA charterholders: models, manager selection, IPS, commentary, and weekly oversight.
OCIO →Planning and portfolio construction for concentrated stock positions, 1031 exchange unwinds, the sale of a closely held business, Roth conversions, and annuity unwinds, coordinated with the client's CPA and counsel. Suited to taxable portfolios of $3 million and up.
Tax-aware management →Manage clients' 401(k) accounts inside their existing plan on a discretionary basis, using the plan menu, and bill and report on them like any other account.
AxxcessLINK →The Allocator is our proprietary proposal and allocation tool. It models the client's current portfolio against the one you propose, tests both against 90+ economic and market factors, and takes the signature and the account opening in the same workflow.
Link the client's existing accounts, including held-away positions, and place the current allocation next to the one you're recommending — traditional and alternative holdings together.
Run both portfolios against 90+ economic and market factors and custom scenarios, so the client sees how each behaves in extreme conditions before owning either.
The proposal, the ADV delivery, and any third-party SMA addenda go out as one package for electronic signature. Alternatives use digital subscription documents.
Open new custodial accounts and allocate to every sleeve from within the Allocator. The proposal becomes the account, and the account reports back to the same plan.
Build a multi-manager, sleeved UMA account and allocate to it digitally. Run your own strategy in one sleeve and a third-party manager in the next. Report, monitor, and analyze hedge funds, private equity, private credit, and real estate inside the same advisor-branded portal as everything else. The platform was built for the advisor who wants to act as portfolio manager, not just pick from a shelf.
Request a demoOur investment team has managed significant assets at global banks, fund managers, and family-owned companies. They are available to the advisors on the platform, and to your clients when you want them on the call.
Responsible for the UMA/UMH platform, portfolio construction, and trading. Combines internally managed strategies with rigorously selected third-party managers into customized portfolios for the advisors on the platform.
Contact Cory →Leads the firm's tax-aware portfolio strategies for concentrated positions, liquidity events, and complex taxable estates. Former CIO at SEIA, where he led the investment team for 22 years.
Contact Deron →Manages the alternatives platform and the outsourced CIO service, and co-leads portfolio construction. His career began on the floor of the New York Stock Exchange.
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