Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
- Each managed strategy is called a sleeve strategy and is tracked in our system as a separate account.
- Performance reporting at the household, registration, account, security and strategy levels.
- Rich content is customized in both report and web interfaces allowing the client and the Advisor to view the information how they want to see it.
- Implement investment strategies using institutional separate account managers.
- Blend ETF, fixed income, and mutual funds in the same account as your managed strategies.
- Report, monitor and analyze hedge fund, private equity, and real estate within the same report portal.