AXXCESS CUSTOMIZED PORTFOLIO PLATFORM

UMA/UMH Platform

Blend institutional equity and fixed income strategies with private equity, private credit, and hedge funds in the same account.
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Platform Services

TAMP SERVICES

Axxcess partners with firms as a sub-advisor, allowing advisors to work with us on a single account, group of clients or your book of business. Our TAMP platform is approved on most major custodial platforms.

THE ALLOCATOR

This proprietary manager and advisor-directed allocation tool models current vs proposed outcomes, analyzes allocations, customizes portfolios, and monitors risk.

BUSINESS DEVELOPMENT

Effortlessly manage marketing content and client communication strategies across multiple channels including, social media, blog, web, email, and client portal.

ACCOUNT INTEGRATION

Add outside accounts, plus lending and direct investment information, to help generate valuable analysis and advice.

MULTI-ASSET CLASS PORTFOLIO

Each custodial account can be sleeved to incorporate advisor-directed and third-party strategies with unique fee schedules.

BACK OFFICE SUPPORT

Billing, reporting, administrative and compliance support services are provided via a single sub-advisory relationship.

Sleeve Management

Each custodial account can be sleeved to incorparate advisor directed, and third party managed strategies. This allows advisors to apply unique fee schedules, and report on each strategy at the sleeve and security level.

Manager Research

The Axxcess Customized Portfolio Platform allows Advisor Firms to build multi manager strategies as stand alone portfolio solutions, or to compliment Advisor Directed strategies.

More than 400 Asset Management strategies are available on the platform.
CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

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.

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