Client experience · Private Wealth

See everything, in one place.

Clients can see more and do more with Axxcess Wealth Management. Connect bank, brokerage, mortgage, business, and liability statements digitally in a single secure portal, and report across your entire household. Get fast answers to your questions about planning, investments, and financial position.

Client portal login Wealth planning login
The portal

Your whole balance sheet, on every screen.

From within the client portal you can track performance, holdings, balances, and cash flows for your held-away and Axxcess-managed accounts. All of your holdings can be accessed daily through one secure, online portal, and we built our reporting platform to deliver a comprehensive view of your wealth on your phone, your tablet, and your laptop.

  • Performance reporting at the household, registration, account, security, and strategy levels
  • Outside accounts aggregated directly into your reporting, including workplace retirement plans and private assets
  • Digital storage and a client vault for statements, plans, and estate documents
  • Digitally sign account forms from the same system, on whatever device you are holding
  • Rich content customized in both report and web views, so you and Lauren see the information the way you prefer
Phone, tablet, laptop
  • The Axxcess client app for iPhone and Android, and the same portal on your tablet and laptop
  • Planning results delivered in real time, directly into your portal
  • Stress tests and what-if scenarios you can revisit between meetings
Axxcess Platform

Customized Sleeve Strategy Portfolio.

Blend direct equity, fixed income, international strategies, alternatives, and cash inside one account, each in its own sleeve. Touch a segment or a strategy to see what it does, and try an illustrative mix.

Sleeve strategy portfolio

Every strategy in its own sleeve, all of it in one account.

Each custodial account can be sleeved to incorporate advisor-directed and third-party managed strategies. This allows your advisor to apply a fee schedule to each strategy and report on each one at the sleeve and security level, while you keep one account number and one statement.

Illustrative mixes

Illustrative allocations only, not a recommendation. Your allocation follows your investment profile and is reviewed with you on a regular basis.

Hedge funds

Hedge fund access can be direct, or through one of our institutional platform partners, whichever is more advantageous for you.

Private equity

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

Private credit & debt

Private credit includes middle market, platform, and hard money lending, reported alongside traditional fixed income.

Real estate

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

Alternative investments involve additional risks, including illiquidity and possible loss of principal, and are available only to investors who meet applicable accredited investor or qualified purchaser requirements.

Sleeving, explained

Many strategies. One account.

A sleeve is a partition inside a single custodial account that is managed, billed, and reported as its own strategy. Instead of opening a separate account for every manager, each strategy is assigned to a sleeve of the same account. You keep one account number and one statement; Lauren keeps full visibility into every strategy inside it. Toggle the two views, then click any sleeve.

The old way. One account per manager: five account numbers, five statements, five fee calculations, five sets of paperwork.
Your account · one custodial account number
Custody stays with the custodian you choose
1 statement1 fee calculation1 login
ACCT ····4471
Lauren's strategy
Advisor-directed
StatementFeeLogin
ACCT ····9038
Equity manager
Institutional SMA
StatementFeeLogin
ACCT ····2216
Fixed income manager
Institutional SMA
StatementFeeLogin
ACCT ····7750
Private credit fund
Alternative · subscription
StatementFeeK-1
ACCT ····1184
Real estate
Alternative · fund or direct
StatementFeeK-1
5Account numbers
5Statements
5Fee calculations
5Logins
Why it matters

Fewer accounts, fuller picture.

Third-party managers trade their strategies inside a single brokerage account, reducing the number of accounts needed to implement a strategy and simplifying complex estate and family situations.

  • Allocation reports and performance for each strategy, inside one account
  • A fee schedule per sleeve, one fee calculation on your statement
  • Reporting at the household, account, sleeve, and security level
  • Alternatives held and reported next to your public securities
Click a sleeve to see what it holds and how it is reported.

Illustrative account structure. Allocations shown are examples, not a recommendation. Alternative investments are available only to investors who meet applicable accredited investor or qualified purchaser requirements and involve additional risks, including illiquidity.

Before you become a client

Experience the platform first.

Experience what Axxcess Wealth Management has to offer before becoming a client. Add existing accounts and holdings securely using our aggregation technology. From there, Lauren can stress test your existing portfolio, create proposals, and analyze model scenarios, so the first real conversation is about your situation, not a brochure.

Link your accounts

Securely connect the accounts you hold today. Nothing moves, and nothing is shared beyond your advisor.

Aggregate reporting

See performance, holdings, balances, and cash flows across everything you linked, in one view.

Ask an advisor

Lauren reviews and organizes current allocations, financing arrangements, and risk management, and shows you what would change.

Ask Lauren to set this up
Client logins

Two logins, one relationship.

Axxcess Wealth Client Portal

Accounts, statements, performance reporting, documents, and the mobile app, for managed and held-away accounts.

Open the client portal

Wealth Planning

Your financial plan, goals, cash flow, and what-if scenarios, kept current between reviews.

Open wealth planning

Need help signing in? Email support@axxcessplatform.com or call 1-866-217-5607.

Ready to see your whole picture?

Email Lauren Call 1-866-217-5607
Private Wealth is a practice of Axxcess Wealth Management, LLC on the Axxcess Platform.