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CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ — The Axxcess Platform (“Platform”), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC (“Axxcess”) announced today the completion of a co-development project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management solution for the Platform. The […]
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 Levers partners with the Axxcess Customized Portfolio Platform “Hidden Levers was chosen for their forward thinking in designing […]
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 an existing Fidelity client to add third party TAMP and UMA services to their Fidelity account. Axxcess is pleased to re-engage […]