Business owners make up a majority of our client base so we have dedicated ourselves to specializing in the design, installation, and management of Corporate Retirement Plans. We are experts in fiduciary practices and our services focus on helping Plan Sponsors meet the challenges of this responsibility. Our consultative approach helps clients understand and carry out their roles and responsibilities as Plan fiduciaries as established by ERISA. Our full service plan management solution streamlines the operational process by assisting clients in all areas of Plan administration:
Axxcess Customized Portfolio Platform
Our industry is evolving from a one-size-fits-all mindset, to a customized investment portfolio approach. Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. Axxcess is a leader in tailoring a full suite of customized portfolio services that help investors expand their investment holdings, and better reduce downside exposure to loss.
With access to an open universe of ETF’s, stocks, mutual funds, fixed income, SMA strategies, and select hedge fund, private equity, real estate, and private debt, we built our reporting platform to deliver a comprehensive view of your wealth- both online and on paper. We will brand your portal application for your clients to download from the Apple App Store, and Google Play for Android.
Private Asset Platform
Using technology to create integrated statement and reports for qualified and accredited investors’ Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity and Private Credit, Axxcess delivers a comprehensive view of your wealth.
Experience what Axxcess has to offer before becoming a client. Add existing accounts and holdings securely using our aggregation technology. From there, your Advisor can stress test your existing portfolio, create proposals, and model scenario analysis without having to enter a single ticker by hand.