Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

,
n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden…

Axxcess finalizes Fidelity IWS custodial relationship

,
xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables…