The Axxcess's UMA/UMH Platform allows advisor's to build multi manager strategies as stand alone portfolio solutions, or to compliment advisor directed strategies.
Each custodial account can be sleeved to incorporate 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.
Sleeves are a great way to assign multiple direct strategies to the same account by allowing advisors to see detailed allocation reports and view performance on each individual sleeve strategy within your account. Sleeves are a solution for clients that want a more tax efficient and lower cost structure vs building portfolios.
More than 400 asset management sleeve strategies are available on the platform.
