Investment Approach
- Axxcess Customized Portfolio Platform- ACPP
The ACPP approach delivers access to the model portfolios of a wide variety of third party investment managers.
- Sleeve Managers
“Sleeve Strategy Managers” are selected by Axxcess through a rigorous diligence process.
- Advisor Directed
Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies.
- Advisor Branding
Custom Advisor White Labeled client website, reports and planning designed to inform and identity opportunities.
- Advisor Support
Advisor Services – Investment operations, portfolio management and trading support.
- Custodial Relationships
Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers, Millennium Trust.
- Prospect Portal
A true differentiation. Does your prospect experience your reporting and client portal before becoming a client? Do you have to send your prospect to a third party site to aggregate?
- Practice Management
End to end advisor practice management through the Axxcess HUB. Take control of your allocation decisions with our paperless back office. Compliance, business analytics, and integration.
- We want to work with you
Work on a per account, segment of client, or a fully integrated basis. Enhancing your business does not require you change everything you are doing all at once.